We’ve looked at cryptocurrency (and its dangers) before. In our view it remains a high-risk unregulated investment. We have lots of issues with it. Not least its volatility. The uncertainty of ownership. Difficulty in realising its value. Its tax status. And probably most importantly its ownership and use for all types of illegal activity, from […]
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The government has announced that it is issuing a consultation on plans to add more controls into pension transfer requests in order to reduce the risk of scams. As we know, scams have been on the rise over the last few years and we have looked at many of the common scams to try to […]
Just over 12 months since the government made their Bounce Back Loans available to companies and the National Audit Office predicts that over 50% of the loans are unlikely to be paid back. The loans were made available to companies as part of the coronavirus support package for business. The loans were intended to help […]
There seems to be a deluge of research at the moment looking at whether clients are comfortable with online or remote advice. Not surprising I suppose. If clients are happy with remote advice then that will have a significant impact on how advice businesses develop in the future. For example, it may mean central recruiting […]
According to the latest survey from Time Investments (20/4/21 – FT Adviser) over half of over 55’s has no idea whether they have an Inheritance Tax bill, or what it might be. The survey asked over 1,000 people for their understanding and 52% said they had no idea assuming that it only affected the wealthy. […]
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Are you a target for pension scammers? According to the latest research by LV, 14% of people had received unsolicited contact about their pension from someone who was not known to them. The contact could have been by letter, e mail or telephone. Not all would be scams but many could be. That is one […]
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