FT Adviser
FT Adviser is an all-encompassing website dedicated to the financial adviser and financial planner market covering investments, mortgages, pensions, insurance, regulation and other key issues ...
Best and worst workplace pension schemes named - FTAdviser
Sep 11, 2019 · The People’s Pension – the second biggest master trust in the market - has come out last in a ranking of workplace pension and auto-enrolment providers.
Who are the FTAdviser Top 20 Financial Advice Firms this year?
Sep 29, 2023 · Consumer Duty has been one of the most important challenges and opportunities that advice firms have had to tackle in 2023, according to some of the companies in this year's FTAdviser Top 100 ...
What is the consumer duty and how will it impact financial services ...
Jan 31, 2022 · A new consumer duty for financial services is set to be introduced by April 2023, with a second and final consultation on the plans closing on February 15. The onset of the consumer duty marks a ...
Navigating the lifetime allowance test at age 75 - FTAdviser
May 30, 2022 · Total LTA used at age 75 = 21.17 per cent + 3.72 per cent = 24.89 per cent. Total LTA used by all BCEs = 24.24 per cent + 32.00 per cent + 24.89 per cent = 81.13 per cent. Suzanne’s total LTA ...
Change to dividend taxation: past, present and future
Mar 9, 2022 · The first £5,000 of dividend income was covered by a dividend allowance and there was no tax to pay. Dividend income over this allowance was taxed at 7.5 per cent for a basic rate taxpayer, 32.5 ...
FTAdviser
5 days ago · FTAdviser.com is an all-encompassing website dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues shaping the industry
How the US and UK tax systems work together - FTAdviser
Mar 15, 2021 · A UK resident US citizen ("P") is, by default, subject to UK tax on their worldwide income and gains, known as the 'arising basis' of taxation. However, if P is neither UK domiciled nor deemed ...
The case for flexible Isas - FTAdviser
Nov 15, 2021 · The investor can only make a withdrawal under flexibility from a cash Isa, or from cash held in a stocks and shares or Innovative Finance Isa. This could be the cash proceeds from the sale of any ...
Top 100 Financial Advisers 2021: The top 20 firms - FTAdviser
Nov 12, 2021 · Cullen Wealth. 19. OCM Wealth Management. 20. CHN Financial Consultancy. What the list measures. In addition to the increased emphasis on chartered or accredited company status, our rankings ...