Insights

Relief at source for Scottish income tax

Please note the below copy is taken from the HMRC newsletter. 1. What’s changing On 14 December 2017 the Scottish Government announced new Scottish Income Tax rates and allowances to apply for 2018 to 2019 tax year. For 2018 to 2019 the Scottish Government has announced the following rates for people who live in Scotland: […] Read more.

1 March 2018

MIFID II legislation update

As a Financial Adviser you may be affected by the requirements to be introduced under MiFID II (the second Markets in Financial Instruments Directive). In relation to our duties as a SIPP Operator, EBS Pension Limited is not a MiFID firm, and is not a manufacturer for the purposes of MiFID II. However, you may […] Read more.

13 December 2017

Legislation changes – 3rd January 2018 – Impacting SIPP Terms of Business

As you are probably aware, new legislation will come into effect on 3 January 2018. Therefore, we have updated the EBS SIPP Terms of Business document to reflect the below point. Legislation now requires firms to undertake more extensive reporting of client transactions to the FCA. This means firms need to be able to correctly […] Read more.

13 December 2017