Biggest News Aggregation in the World
๐Ÿ“ฐ Jonathan Upton News

Jonathan Upton News Today

Fast, Ad-Free News Updates

Stay updated with breaking news from Jonathan Upton. Real-time updates on events, politics, business and more.

Could the Consumer Duty make it harder for vulnerable clients to get advice?

Ensuring that clients in vulnerable circumstances are treated fairly and are not disadvantaged by their situation has been a key objective for the FCA in recent years. So, the Consumer Duty was inevitably going to build on, and tighten up, the earlier rules and guidance around vulnerability. Given the dutyโ€™s focus on
Jonathan Barrett Jonathan Upton Consumer Duty Money Marketing

How technology is improving estate planning

Rising inheritance tax (IHT) receipts are a great reminder of why estate planning is so important โ€“ not only for the very wealthy. The nil rate band has been frozen at ยฃ325,000 since the 2010/11 tax year and this โ€“ along with the ยฃ175,000 main residence nil-rate band applied to property being passed to direct
United Kingdom Jonathan Upton Michael Obrien Samantha Gratton Caitlin Southall Brilliant Solutions Mortgage Club

Stay Updated with Latest News

Get breaking news updates delivered to your inbox

Browse All News โ†’

Explore More Categories

World News India News Business Technology Sports Entertainment Health Science