Par EIS Fund – Annual Webinar
Par Equity are hosting their annual webinar where they will give an update on their EIS Fund, covering a review of the last year and some of the highlights.
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Women value a personal advice service more than men
Women value a personal advice service more than men, according to JM Finn
The wealth manager’s Wealth in Women’s Hands report found the main driver of satisfaction for female clients was the personal relationship. (Source Professional Adviser)
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City rounds on pension schemes over attempt to derail FCA listing changes
City figures have rounded on a group of top pension schemes after they mounted a last ditch attempt to derail the Financial Conduct Authority’s shake-up of listing rules last week. (source City A.M)
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Consumer duty has taught advisers to write things down
Consumer duty has taught advisers to document how they help clients make informed financial decisions, according to Catriona McInally, investment specialist at M&G Wealth.
Consumer duty has taught advisers to write things down Read More »
IHT receipts surge 16.6% to £1.4bn in April-May 2024
HM Revenue and Customs revealed that inheritance tax receipts (IHT) for April 2024 to May 2024 are £1.4 billion, which is £0.2 billion higher than the same period last year. That is an annual increase of 16.6%.
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Retail investors flee UK fund market as London continues to suffer
Retail investors have continued to abandon London’s capital markets for the 33rd consecutive month, with extensive outflows from UK funds.
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Venture capital firm Hambro Perks unveils name change following CEO departure
UK-based venture capital firm Hambro Perks has undergone a name change, effective immediately.
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UK general election 2024: what it means for venture capital
In anticipation of the upcoming general election on July 4th, we look into each party’s policies for potential implications to early stage investors and companies. With polling figures indicating a Labour majority, the Labour Party’s policies are interesting us. At the time of writing this blog, several parties have yet to release their official manifestos; however, each party has released reports over the past year, which I assume align with their manifestos… (source Sapphire Capital Partners)
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Why diversification remains so important
No one needs to be reminded of how difficult it has been for investors and intermediaries to manage investment portfolios in the past few years.
Why diversification remains so important Read More »
Election 2024: Keir Starmer publishes Labour manifesto for growth
Labour leader Keir Starmer has launched his party’s manifesto for government ahead of the July 4 general election.
Election 2024: Keir Starmer publishes Labour manifesto for growth Read More »
