The Latest
MiFID II and the challenges of providing aggregated costs and charges statements
Steve Bailey of ATEB Consulting looks at the rules around aggregated costs and charges arising from MiFID II.
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Where I see the challenges and opportunities in 2019
Dynamic Planner CEO Ben Goss sets out below what he believes the next 12 months has in store for the advice industry
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Christmas and the art of wrapping up gifts when estate planning
Rosie Marlow, associate consultant, Mattioli Woods, equates approaches to Christmas gift buying with the needs of clients when gifting their wealth
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With market risks growing a degree of caution is warranted
A degree of caution is warranted in investment markets at the moment, says Steve Bates, Chief Investment Officer, GuardCap Asset Management
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Not from the high street – why we must focus on quality and value
Rathbones’ David Coombs tried as hard as he could to buy a suit from the high street, but the experience was appalling. What deep-seated problems are behind poor performance from UK retailers?
Featured
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SIPP property purchase with gearing
Paul Darvill, director, Talbot and Muir highlights the rules around property purchase through a SIPP and the tax advantages in doing so
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Tangible Moveable Property – what you can and can’t hold in SIPPs
Geoff Buck of DP Pensions, explains the rules around Tangible Moveable Property and why SIPP operator’s err on the side of caution
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Buying a business using SIPP & SSAS pension schemes
Can your client’s pension help them buy a business? Jeff Steedman, head of Business Development, Xafinity SIPP & SSAS, looks at the process and the pros and cons involved
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Discrepancies in how HMRC deals with errors
You’d expect broad consistency in how HMRC allows errors to be fixed. Wouldn’t you? Gareth James, head of technical resources at AJ Bell, looks at the different handling of pensions and ISA errors
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How many hats can a regulated Supervisor wear?
The role of regulated supervisor is a complex one which requires support, especially for those new to the role, says Apricity MD Cathi Harrison
