After three years characterised by a global pandemic and a war in Europe, we have learned to shift our mindset from “what should we expect ahead” to “what are we not expecting ahead and, hence, unprepared for?”.
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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