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The new EU data protection rules come into force from Friday 25 May 2018. It aims to boost the rights of individuals in relation to how their personal data is used by businesses and organisations. Our latest factsheets are available to download, including key information on meeting your obligations under the new regulations.
Paul Kennedy’s latest seminars begin in less than two weeks – make sure you don’t miss out. Paul will discuss topics such as, capital gains tax planning and other matters around pensions, tax and tax wrappers generally. The London date is full and the remaining 13 locations are filling up fast, so reserve your seat today to avoid disappointment.
We’ve created a consolidated summary of the main points covered off in both the policy statement 18/6 ‒ Advising on pension transfers and the consultation paper 18/7 ‒ Improving the quality of pension transfer advice.
Retirement and tax planning considerations, including
expert insight to help you stay ahead of changing regulation.
Whether you select your
own funds, use model portfolios
or DFMs - we can help.
Login for a quick and easy way to find answers to the questions we
are most frequently asked about by advisory firms.
If you're not familiar with what we
can do to support the partners
we work with, this area should help.