December 2018
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  • December Issue OUT NOW

    28 November 2018

    Paraplanner profile: This issue, in the first of a two part interview, Rob Kingsbury spoke with Chetan Ravalia, paraplanning manager, and Codie Smith, paraplanner, at Cooper Parry Wealth about how they work as ‘paraplanners’ since the firm restructured We also asked Dan Atkinson to provide insight into how his role has changed in his...

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  • LEBC group critical of MoJ probate decision and offers practical tips for clients

    27 November 2018

    National adviser LEBC Group has condemned the Ministry of Justice’s decision to alter the basis for calculating probate fees, which it called a “tax on the bereaved” and warned families could face financial difficulties as a result. On 5 November the Ministry of Justice (MoJ) announced it would abolish the current flat rate probate...

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  • 90% of entitled yet to reclaim Power of Attorney fees

    27 November 2018

    Royal London has said a government scheme to refund large numbers of people who have been overcharged when registering a power of attorney has not worked to its desired effect.  According to figures obtained under a Freedom of Information Act, just 203,000 out of a possible 1.9 million people had claimed by 28 August,...

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  • From accumulation to decumulation – the risks involved

    27 November 2018

    Accumulation to decumulation are two sides of the same coin but decumulation requires mitigation of specific and different risks, says Andrew Lewis, senior investment director, Brooks Macdonald. “Generating an income for retirement” is a popular phrase, but ‘decumulation’ is a term that might make a lot of investors pause for thought. They are, however,...

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  • First OTS report from IHT review proposes several ways to simplify tax process

    26 November 2018

    The process of inheritance tax should be overhauled to make it clearer, more consistent and easier to navigate, a new report by The Office of Tax Simplification has found. In the 82-page document commissioned by Chancellor Phillip Hammond, OTS has made a number of key recommendations, including introducing a fully integrated digital system for...

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  • DFM SIPP launched by Talbot & Muir and City Asset Management

    26 November 2018

    City Asset Management, a specialist real return investment manager, has partnered with Talbot and Muir, the independent self invested personal pension (SIPP) specialist to launch a DFM SIPP product. The low cost service combines a SIPP and discretionary fund management (DFM) for advisers and their clients with a combined total annual fee of 0.90% p.a....

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  • Thesis launches consultancy to help with investment suitability

    24 November 2018

    Thesis Asset Management has launched a new consultancy service for financial advisers, designed to reduce the administrative and compliance burden firms face in creating suitable investment solutions for clients.  Thesis Research and Consultancy Service (TRACS) will work closely with advisers to support them with the suitability of investment advice and help them create a...

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  • Retirees unfazed by market conditions but shouldn’t be complacent

    24 November 2018

    The majority of retirees are taking a wait and see approach to their pension, despite concerns about widespread market volatility, according to new research by Aegon. However, retirees should not be complacent, the pension provider warned.  Aegon said 43% of the 650 retirees surveyed expressed concern about the impact of current market conditions on their retirement...

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