Budget Announcement: Future Tax Year Changes 6 November 2024 Doug McFarlaneSuitability In anticipation of the upcoming increases to the Business Asset Disposal Relief (BADR) rates in April 2025 and 2026, as […] Read More
Budget Announcement: Stamp Duty Land Tax & Capital Gains Tax Changes 31 October 2024 Doug McFarlaneSuitability Following the Chancellor’s budget announcement on 30th October 2024, we have updated ATEB Suitability to reflect the changes in Stamp […] Read More
Good Consumer Outcomes? 2 August 2023 Lisa CrossCompliance Thomas Fuller, the 17th Century author and historian said that: “Health is not valued till sickness comes.” It […] Read More
FCA Retirement Income Advice Survey – a threat or an opportunity? 5 July 2023 Paul JayCompliance We drew attention to the FCA’s Retirement Income Advice Survey in our ‘What lies beneath?’ article last month and there […] Read More
Negative equity – how much of a risk is it? 7 June 2023 Lisa CrossCompliance In 1644, English judge Sir Edward Coke was quoted as saying: “For a man’s house is his castle” and this […] Read More
Gig Review! 26 April 2023 Lisa CrossCompliance Well, sort of. OK, this is another Consumer Duty themed article but, following our attendance at the FCA’s […] Read More
ATEB Suitability Upgrade – Tax Year End Changes 6 April 2023 Doug McFarlaneSuitability Our report writing software has been fully updated to accommodate changes to allowances, rates and reliefs in advance of the […] Read More
Consumer Duty – FCA Live and Local events 15 February 2023 Richard FosterCompliance The FCA have advised they will be hosting a series of Live and Local events across the United Kingdom on […] Read More
Thematic review of retirement income advice 25 January 2023 Shirley McKenzieCompliance The FCA has announced that it will shortly be undertaking a thematic review to assess the advice consumers are receiving […] Read More
Financial Resilience Survey 25 January 2023 John BeggCompliance The FCA have advised as follows: “We’re asking a number of firms to complete this survey to help […] Read More