18th July 2024 10 a.m. In this session Neil Macleod and Barrie Dawson, Senior Technical Managers at M&G Wealth, look at how to identify the type of trust you are advising on and what factors should be taken into account for different cases.
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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