The recent rebound in growth means that valuation spreads have widened to extremes once again. While the obvious, eye-catching prizes like the Magnificent Seven can be tempting, we explain why it can pay to dig a little deeper.
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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