Entries by Daniel Cuthew

Welsh Tax Rates 2019/20

We are starting to see some information being published about the proposed tax rates changes to those people who are classed as living in Wales. From April 2019, the Welsh Government will set the rate of income tax for Welsh resident taxpayers but this will continue to be collected by HMRC. This means that people […]

Delta partners with JHC Systems to integrate SIPP functionality

We have partnered with wealth management fintech firm, JHC Systems (JHC) to offer integrated SIPP functionality to its JHC Figaro (Figaro) clients. The partnership means JHC clients can administer SIPPs cost effectively within Figaro via our leading edge Platinum~Pro technology. Given the recent changes to pension drawdown rules, the partnership will enable the wealth management […]

Technology should take the strain

Claire Court comments on the use of technology in relation to the FCA’s latest call for increased due diligence; http://www.professionaladviser.com/professional-adviser/news/3003253/non-standard-sipp-investments-unnecessary-for-most-clients-say-providers?utm_medium=email&utm_campaign=IFA.Update_RL.EU.A.U&utm_source=PA.DCM.Editors_Updates&im_edp=redleafpr.com