The VAT status of various financial services is a significant issue and one that causes concern for many threesixty clients.
The current debate concerning the status of model portfolio services and adviser charging under the terms of new pension transfer rules from 1 October 2020 has further highlighted these concerns. threesixty has been working with Deloitte to provide our clients with greater clarity on these issues - to help further Deloitte will be hosting an exclusive webinar for threesixty clients on 10 September. This webinar will address the core VAT issues for advisory and discretionary management firms.
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