FTAdviser
4 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
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 ...
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 ...
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 ...
Best and worst workplace pension schemes named - FTAdviser
Sep 11, 2019 · Silver. -Hargreaves Lansdown. -Salvus Master Trust. - Scottish Widows (GSIPP & Master Trust) -True Potential. Bronze. -The People’s Pension. -The People’s Pension. Asked to not be rated.
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 ...
Advisers must understand how to calculate top slicing relief
May 20, 2020 · Since the beginning of 2019 we have seen HM Revenue & Customs change its calculation method, lose a First-Tier Tribunal tax case (the Silver case), introduce new legislation in the Budget, and ...
Guide to Discretionary Fund Management - FTAdviser
Aug 7, 2020 · Guide to Discretionary Fund Management. After engaging with this content, which carries an indicative 60 minutes of CPD, you will be able to: Describe the implications of DFM choice on your ...
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 ...
How with-profits funds work - FTAdviser
Jan 17, 2019 · With-profits funds work by using guarantees, which are set at the start of the fund, and are the minimum sum assured. Quite often, this will simply be the return of one's premiums. Then the ...