Our latest research paper provides an in-depth analysis of cash vs other assets in the context of higher interest rates, drawing on data to explore alternative asset classes that could complement cash and why these considerations are important now.
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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