We publish a Technical Bulletin at the beginning of each month for our professional colleagues – solicitors, accountants and tax advisers. Each issue covers notable events in the financial planning industry including any changes to HMRC and Financial Conduct Authority (FCA) rules and regulations.
These publications provide a quick easy way to keep up with the latest developments across investments, pensions, insurance and tax. We explore the implications for private clients and provide recommendations about appropriate ways in which we can respond.
In this month's issue:
- Help to buy schemes proving to be successful
- The FCA has published two pieces of research looking at UK consumer attitudes to cryptoassets
- Making tax digital - government update
- The FCA confirms an increase in the financial ombudsman service award limit
- And more...