The CISI and CII are due to hold talks this week over proposals for developing a Paraplanning standard.
Tax evaders face fines costing them three times as much as the amount of tax they try to evade under new plans.
More than 8 in 10 investors risk their savings’ value by keeping their money in cash accounts post Brexit, a wealth manager says, as it warned the finance sector that it must find ways to address misconceptions about investing.
A new property guide has been created to help advisers purchase and manage commercial property investment within a Sipp.
HMRC has released details on a new service that it claims will help put customers “in control of their tax affairs”.
An FCA alert which went out to Sipp providers comes “after the horse has bolted”, the head of a pensions body has suggested.
Over half of advisers feel under pressure to offer advice to clients on issues over and above their finances, with four in ten confessing their relationships are merely ‘average’.
Former IFP chief executive Steve Gazzard will be among the Personal Finance Society’s line up of key speakers for the national Financial Planning Symposiums.
Reforms to rules surrounding non-domiciles and inheritance tax are on course to be implemented next year – prompting calls for a delay.
Neil Woodford’s firm has stopped paying bonuses to staff, it has revealed.