The Sunday Fraudster?
The Sunday Times seems to be going nap on first-time buyers today; headlines include “We snared a fire-sale mortgage” and...
Liability to inheritance tax following pension fund transfer
Published in The Times on September 18, 2020, the judgement finds that a transfer of a terminally ill person’s pension...
Centralised investment proposition (CIP)
IFA firms tend to use a Managed Portfolio Service as part of their CIP. Firms need to consider what makes...
Viceroy call for independent investigation into The Grenke Group
@peter_IFAMAG reads Twitter so you don’t have to. Viceroy, the research team that shorted Wirecard, calls for an independent investigation...
The story of the ISA and the latest state of play
Individual savings accounts (ISAs) were introduced on 6 April 1999, replacing the earlier Personal Equity Plans (PEPs) and Tax-Exempt Special...
Best Ethical Discretionary Fund Manager
King & Shaxson won the title of ‘Best Ethical Discretionary Fund Manager’ at this year’s Moneyfacts Investment Life & Pensions...
Government Adviser involved in pension scam
@peter_IFAMAG reads Twitter so you don’t have to. EY chairman admits 'regrets' over the companies' Wirecard audit, in an interview...
It’s Time to Move Forwards – Reset Your life Post-Lockdown
In Time to Move Forwards at 4.55pm on 23rd September, you’ll: Explore what will be different and what stays Identify...
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Result of FCA’s Business Interruption test case
The Court found in favour of the arguments advanced for policyholders by the FCA on the majority of the key ...
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