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5 days ago | 
moneymarketing.co.uk | Momodou Musa Touray |Barrie Dawson |Tony Wickenden
CIExpert has unveiled its new Insight Zone Dashboard, designed to streamline the way advisers access protection product updates, market insights and educational resources. The dashboard acts as a central hub, enhancing the existing Insight Zone pages for critical illness, income protection and life cover by offering a user-friendly interface structured around user experience principles.
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1 week ago | 
moneymarketing.co.uk | Momodou Musa Touray |Barrie Dawson
The Upper Tribunal has upheld the Financial Conduct Authority’s decision to fine two former directors of CFP Management Ltd for their roles in operating a “flawed” pension transfer advice model. Toni Fox and David Brian Price have been fined £567,584 and £465,415 respectively, after advising on 1,470 pension transfers worth more than £392m between April 2015 and October 2017.
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1 week ago | 
moneymarketing.co.uk | Barrie Dawson |Richard Shearwood |Kimberley Dondo |Greg Neall
The core duties of a personal representative (PR) are to collect and manage the estate’s assets, settle the deceased’s debts and liabilities, and distribute the remaining estate according to the will — or by the rules of intestacy if no will exists. Sounds straightforward, right? In practice, it’s anything but. The role can be daunting for a layperson, and professional guidance from an estate administrator is often essential. A common stumbling block?
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Oct 21, 2024 | 
professionaladviser.com | Barrie Dawson
The Office for Budget Responsibility has forecast that inheritance tax (IHT) receipts will continue to rise and by 2028/29 will total £9.7bn a year, up from £7.5bn in 2023/24. As more and more estates are set to pay IHT, financial advisers have an increasingly important role in helping clients to plan tax-efficiently for their and their family's long-term financial futures, in a way that suits their individual circumstances.
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Apr 9, 2024 | 
moneymarketing.co.uk | Barrie Dawson
Good morning and welcome to your Morning Briefing for Tuesday 9 April 2024. To get this in your inbox every morning click here. LGIM joins SimplyBiz solutions rangeSimplyBiz has announced that Legal & General Investment Management’s (LGIM’s) model portfolio service is the latest addition to its risk-controlled investment solutions range.
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Apr 8, 2024 | 
moneymarketing.co.uk | Tony Wickenden |Nick Henshaw |Barrie Dawson |Martin Tilley
Another tax year has been and gone and no doubt there was a flurry of year-end tax planning carried out to good effect. Actions like making pension and Isa contributions to ensure allowances for the year were maximised. Where appropriate, the tax efficiencies offered by enterprise investment schemes (EIS), seed EIS and venture capital trusts will have also been considered.
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Apr 3, 2024 | 
moneymarketing.co.uk | Noel Butwell |Barrie Dawson
I’m not a big believer in panaceas. But one factor I’m confident will make a big impact on the future growth of our industry is reducing the cost of delivering advice. Get it right, and it will be the key that unlocks so much more. More profitable businesses, more resilient operations and more accessible, attractive advice offerings that serve a greater volume and a greater range of people. But to achieve all this, and to future-proof our industry, we’ll need to prioritise efficiency.
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Apr 2, 2024 | 
moneymarketing.co.uk | Tom Browne |Barrie Dawson |Haydn Barlow
Good morning and welcome to your Morning Briefing for Tuesday 2 April 2024. To get this in your inbox every morning click here. Financial advice is “a vocation and a career”, says Quilter’s Kim McCrakenFinancial advice is “a vocation, a career and something you can build on for your entire professional journey”, according to Kim McCraken, head of recruitment at Quilter Academy.
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Mar 28, 2024 | 
moneymarketing.co.uk | Barrie Dawson |Emmelia Powell |Amanda Newman Smith
“A good person leaves an inheritance to their children’s children” is a little twist on an old proverb. But a wise grandparent will also seek financial advice to ensure their good intentions come to pass. The caseSue wants to gift £40,000 for the benefit of her two grandchildren. She has the capacity to make the gift and inheritance tax (IHT) is not an issue. Her plan is to transfer the money to her son, Ben, and let him invest it. Many advisers encounter this scenario after the gift has been made.
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Jan 17, 2024 | 
citywire.com | Barrie Dawson
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