The big idea is that, next time one of your clients gets in touch to say someone close to them has died, this Assembly will help give you the confidence to say: ‘Please don’t worry about anything. I can help.’
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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