A “fundamental lack of understanding” about inheritance tax has been highlighted by researchers – including the rules surrounding ISAs.
A Financial Planner’s robo-advice firm has announced it will begin work on creating a digital pensions dashboard.
A new partially online Financial Planning firm has no direct rivals and is different to robo-advisers, its founder has told Financial Planning Today.
A project to allow unauthorised firms to test new products and services by cutting regulatory requirements is to begin imminently.
Business owners aged over 55 have cashed in around £400million of their pensions to fund new ventures since the freedoms took effect, an asset manager has estimated.
The Investment Association has appointed the former director general of AIFA as chief executive.
A pensions firm has been told to compensate an illiterate customer after her complaint was upheld by the Financial Ombudsman Service.
Inheritance tax receipts have jumped by 70% from 2010-11, new analysis has indicated.
Accredited Financial Planning firm Baigrie Davies is to be bought by Standard Life's 1825 business.
The FCA’s annual funding requirement for the year will rise to £519.3 million, a hike of 7.8% on the previous year.
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