In response to the chancellor’s announcement earlier today we have updated our optional Glossary of Terms Appendix with immediate effect to include information on the revised Stamp Duty and Land Tax ‘holiday’
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Benjamin Franklin once said: “In this world nothing can be said to be certain, except death and taxes”. You could possibly add change to this, but the statement is indubitably as true now as it was then. And from a tax perspective, the reduction in the Annual Exemption Allowance (AEA) for Capital Gains Tax (CGT) […]
One of the FCA’s recent publications, Regulation Round Up, contained several interesting articles. Of course, Consumer Duty occupied plenty of space, but one of the articles that didn’t grabbed our attention. This involved censure of a firm and an associated FCA Final Notice issued on 12 May, but it was the numbers that really raised […]
In 1644, English judge Sir Edward Coke was quoted as saying: “For a man’s house is his castle” and this may indeed still be the case, but rising costs and the currently turbulent mortgage market might make securing borrowing easier said than done! In recent weeks the Skipton Building Society broke ranks and offered a […]
At a recent compliance seminar, there was much discussion about adviser fees in light of the imminent Consumer Duty requirements. The seminar (not run by ATEB!) covered much of the Consumer Duty ground quite well but the topic of adviser fee scales was not, in our view, entirely on target. See below. Comments from […]
FCA Retirement Income Advice Survey – a threat or an opportunity?
Paul Jay Compliance 2015, EBI, FCA, Lifetime Mortgage, Mortgage, Pension, PI, platform, transfer
We drew attention to the FCA’s Retirement Income Advice Survey in our ‘What lies beneath?’ article last month and there has been plenty of commentary in the industry press about the survey since, most of it covering how generally intrusive and onerous completion is, but are there some benefits to be had here? It’s hard […]