Watch on demand: Working out what to do with your client’s wealth after their death is all part of a paraplanner’s life. But settling on the best strategy can be complex – especially when missing a vital detail can have costly consequences.
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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