A “fundamental lack of understanding” about inheritance tax has been highlighted by researchers – including the rules surrounding ISAs.
Read more ...Financial Planner’s robo-adviser to create pensions dashboard
- Wednesday, 06 April 2016
- Articles

A Financial Planner’s robo-advice firm has announced it will begin work on creating a digital pensions dashboard.
Read more ...Ex-Octopus boss aims to boost Financial Planning demand
- Wednesday, 06 April 2016
- Articles

A new partially online Financial Planning firm has no direct rivals and is different to robo-advisers, its founder has told Financial Planning Today.
Read more ...Unauthorised firms get chance to test new products
- Wednesday, 06 April 2016
- Articles

A project to allow unauthorised firms to test new products and services by cutting regulatory requirements is to begin imminently.
Read more ...New businesses funded by estimated £400m pension cash
- Wednesday, 06 April 2016
- Articles

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.
Read more ...Ex-adviser body chief takes over at Investment Association
- Wednesday, 06 April 2016
- Articles

The Investment Association has appointed the former director general of AIFA as chief executive.
Read more ...Insistent client case: FOS rules against pensions firm
- Tuesday, 05 April 2016
- Articles

A pensions firm has been told to compensate an illiterate customer after her complaint was upheld by the Financial Ombudsman Service.
Read more ...IHT receipts jump 70% from five years ago
- Tuesday, 05 April 2016
- Articles

Inheritance tax receipts have jumped by 70% from 2010-11, new analysis has indicated.
Read more ...Financial Planners Baigrie Davies bought by Standard Life
- Tuesday, 05 April 2016
- Articles

Accredited Financial Planning firm Baigrie Davies is to be bought by Standard Life's 1825 business.
Read more ...Cost to fund the FCA rises to nearly £520m
- Tuesday, 05 April 2016
- Articles

The FCA’s annual funding requirement for the year will rise to £519.3 million, a hike of 7.8% on the previous year.
Read more ...