The FCA’s newly released Financial Lives Survey 2024 offers a wealth of insights that should capture the attention of everyone in the financial advice sector. (Source: Money marketing)
ESG Accord: The Financial Lives Survey is a wake-up call Read More »
Strong communication skills will be invaluable for advisers discussing upcoming IHT changes with clients, says Rob Morgan, chief investment analyst at Charles Stanley. (FT Adviser)
Advisers warned not to put all ‘eggs in one basket’ with IHT planning Read More »
Quilter, using a Freedom of Information request, has obtained new HMRC data showing the scale of the dividend tax squeeze on investors, with the number of people liable for dividend tax projected to hit a record 3.67 million in the 2024/25 tax year. (Source IFA Magazine)
Dividend tax squeeze to hit record 3.7 million people Read More »
Kirsty Barr outlines why now is the ideal moment for advisers to explore the benefits of incorporating VCTs into their clients’ strategies. (Professional Adviser)
Five reasons VCTs could make sense for your clients and your business Read More »
London-based GrowthInvest is the leading alternative investment platform in the UK for financial advisers and wealth managers
We are delighted to announce we are finalists in the Best Investment Platform category at this year’s Growth Investor Awards 2025
Growth Investor Awards 2025 Finalists Read More »
Clients need their professional advisers to work collaboratively more than ever before, writes Andrew Aldridge. Here he explains why EIS is a ‘natural bridge’ between the professions (Source: Professional Adviser)
How Rachel Reeves could unlock greater IFA/solicitor/accountant collaboration Read More »
The inadequacy of defined contribution savings and the gender pensions gap are just some of the long known issues facing current and future retirees. (Source FT Adviser)
Four things we might see from the Pensions Commission review Read More »
More than half of investors said they would consider a long term asset fund, as the government announced their inclusion in Stocks and Shares Isas. (Source FT Adviser)
‘Cautious but growing optimism’ towards Ltafs Read More »
We are delighted to announce we have been shortlisted for three categories at this year’s Women in Finance Awards taking place on Wednesday 12th November 2025.
Professional Adviser Women in Finance Awards 2025 Read More »
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