What could a 'wealth tax' look like? - FTAdviser
WEBFeb 9, 2021 · The Commission’s starting point was that any wealth tax needed to meet four key principles, with each principle formed from research with the general public regarding the priorities around any ...
Change to dividend taxation: past, present and future
WEBMar 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
WEB3 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
Top 100 Financial Advisers 2021: The top 20 firms - FTAdviser
WEBNov 12, 2021 · It's time for the final part of FTAdviser's Top 100 Financial Advisers 2021, our annual rankings detailing some of the best advisory firms from across the UK.
Best and worst workplace pension schemes named - FTAdviser
WEBSep 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.
Embark mulls tech migration for Advance - FTAdviser
WEBOct 26, 2021 · Embark is weighing up a tech migration for its adviser platform Advance, which it bought from Zurich back in 2019. The deal saw £11bn of platform assets under administration and £600m of multi ...
How interest rates affect bond prices - FTAdviser
WEBSep 1, 2022 · Bond prices are inversely correlated with interest rates, meaning that when interest rates go up, bond prices go down and when interest rates go down, bond prices go up (see below). According to ...
Transact remains most popular platform with advisers
WEBMar 10, 2021 · The Transact platform attracted advised net sales of £3.47bn by the end of 2020, putting it slightly ahead of Aviva which saw net sales of £3.46bn and AJ Bell at £3bn. There has been no change ...
Guide to handling insistent clients - FTAdviser
WEBJul 11, 2019 · Guide to handling insistent clients. CPD. Approx. 60min. Describe what an insistent client is and what is driving the rise in them. List what the FCA says about insistent clients. Identify the ...
IFS calls for govt to scrap 25% tax-free lump sum - FTAdviser
WEBFeb 6, 2023 · By Sonia Rach. The Institute for Fiscal Studies (IFS) has set out "controversial" proposals to reform the pensions tax system, including reforming the 25 per cent tax-free component. In a report ...
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