COVID restrictions had largely been lifted across Europe and the investment community was optimistic about the strength of the real estate market – fundamentals were solid, the occupational market was robust and there was a realistic level of achievable returns.
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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