Julie Darlington, director of regulation at 2plan Wealth Management, examines the new breed of maximum investment plans entering the market.
They say everything comes back into fashion eventually, and the financial world appears to be no exception. As a result of the changes to pension tax relief, high earners seeking a more tax-efficient solution...
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PARTNER INSIGHT: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship
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An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client