RDR, Fees, Legacy & Trail Commission and VAT

Presented by

Paul Kennedy, FundsNetwork & Julian Marr, Editor, Marketing-hub.co.uk

About this talk

In this webinar Paul Kennedy, Head of Tax Planning, FundsNetwork and Julian Marr of Marketing-hub.co.uk take a central perspective on the RDR issues and preparing your business, covering: The issues arising from share classes, costs and rebates Interaction of legacy commission in the post-RDR world Defining the IFA proposition The final guidance in VAT and adviser fees post-RDR The unintended tax consequences of RDR Emerging thoughts on paying IFA fees

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