Archives for October 2022
Zoom, Teams, Slack are wreaking havoc on employee productivity
Weekend Reading For Financial Planners (Oct 22-23)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, by the end of the year. Provisions in the proposed legislation include gradually increasing the age for RMDs from […]
Weekend Reading For Financial Planners (Oct 22-23)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, by the end of the year. Provisions in the proposed legislation include gradually increasing the age for RMDs from […]
Weekend Reading For Financial Planners (Oct 22-23)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, by the end of the year. Provisions in the proposed legislation include gradually increasing the age for RMDs from […]
Editor’s Comment: IHT pain needs some relief
After the excitement of the past week, with politicians throwing themselves on the funeral pyre of insanity, it’s time to turn to more mundane, but important, matters. Yes, I’m talking about Inheritance Tax, or IHT as the professionals call it. There are signs that many professional advisers are beginning to get a bit concerned about […]
Editor’s Comment: IHT pain needs some relief
After the excitement of the past week, with politicians throwing themselves on the funeral pyre of insanity, it’s time to turn to more mundane, but important, matters. Yes, I’m talking about Inheritance Tax, or IHT as the professionals call it. There are signs that many professional advisers are beginning to get a bit concerned about […]
Editor’s Comment: IHT pain needs some relief
After the excitement of the past week, with politicians throwing themselves on the funeral pyre of insanity, it’s time to turn to more mundane, but important, matters. Yes, I’m talking about Inheritance Tax, or IHT as the professionals call it. There are signs that many professional advisers are beginning to get a bit concerned about […]
FCA fines Barclays provisional £50m over Qatari deals
The FCA has fined Barclays plc and Barclays Banks a provisional £50m over dealings with Qatari investors. Barclays has appealed the FCA decision notices to the Upper Tribunal so any fine is provisional. The Financial Conduct Authority fined Barclays a total of £50 million for failing to disclose certain financial dealings with “Qatari entities” as part of […]
Advisers concerned about IHT ‘stealth tax’ threat
Financial advisers and industry experts have expressed concern about the ‘stealth tax’ threat from Inheritance Tax after receipts grew to £3.5bn for the latest six month period, up £400m year on year. Latest HMRC figures out today show a rapid rise in IHT receipts in recent years. Julia Rosenbloom, tax partner at Evelyn Partners, warned that […]