Do we need more Inheritance Tax Advice? Rumours are swirling around Westminster that the Conservative Party are considering cuts to the Inheritance Tax (IHT) charge as part of their approach to the next general election. The latest figures show that the treasury collected £3.9 billion in IHT in the Six months between April and September […]
There is undoubtedly a lack of Wealth Management Advisers and financial advisers in the UK today. Figures show that less than 1 in 10 people currently have a financial adviser. This has created what is known as the “advice gap”. A mismatch between clients who need advice and the number of advisers available to help. […]
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More work on Financial Planning scam warnings The Financial Conduct Authority (FCA) continues to work to reduce the impact of Financial Planning scams and online fraud. It has now launched a first of its kind advert which is being played in cinemas throughout the UK. The advert is specifically designed to play to cinema audiences […]
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September 23 news from your local Pension Advisors 1st September saw the launch of the new money laundering controls on crypto asset transfers in the UK, known as the “Travel Rule”. First muted back in July 2022 the changes have now come into force. The requirement to comply with the money laundering regulations saw many […]
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Millions worried about retirement advice According to the latest research by Aviva in their Working Lives Report, millions of workers are worried about retirement advice and uncertain about their retirement prospects. Many are worried that they will not have enough money to retire. The comprehensive report found that: 22% of employees are not certain that […]
The Financial Conduct Authority (FCA) have announced plans to introduce more controls over the marketing of financial services including pension help. In particular cold calling. Already banned for many financial products, the ban is to be extended to cover all financial products including crypto. That way anyone receiving a cold call about a financial product […]
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