When it comes to retirement, many people are tempted to simply rely on their house. After all, a house is often your most valuable single asset, with property accounting for 35% of total household wealth in the UK.
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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