On 13 July 2022 the F&C Investment Trust (FCIT) held its bi-annual lecture. Established over 150 years ago, FCIT is the oldest investment trust in the world. Part of its enduring success is down to its forward-looking approach and an appreciation of how the future should be considered today.
Facilitating adviser fees through a client’s pension can deliver valuable tax efficiencies, but the rules are complex and getting them wrong can have significant consequences. Fidelity Adviser Solutions’ practical guide explains the key considerations, authorised payment rules and common pitfalls, helping advisers ensure fee facilitation is both compliant and in their clients’ best interests. Download now
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