A business is worth the cash an owner can get from it, and there are two ways to get that cash: through the mail or through a sale. Collect a dividend payment, or sell the ownership or assets of the company.
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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