Foreseeable harms - What to watch out for when checking providers
With Consumer Duty preparation in full swing, a lot of focus has been on delivering the four outcomes. But equally important are the three cross-cutting rules and advisers will need to think through the foreseeable harm rule in particular.
DD|hub – New due diligence for IHT business relief portfolios
DD|hub has launched its due diligence data for Inheritance Tax (IHT) planning portfolios, including services from Brooks Macdonald, Close Brothers, Investec, Octopus, Thorntons Investments and Whitman Asset Management.
