Advisers at breaking point
Fear of yet more regulation is the main issue keeping a third of advice business owners awake at night
Advisers at breaking point Read More »
Pensioners slam the ‘most unfair tax in Britain’ as HMRC rakes in billions
Pensioners are slamming the “most unfair tax in Britain” as HM Revenue and Customs (HMRC) rakes in billions from an unpopular levy.
A new survey has found a majority of high-earning Britons are in favour of cutting the rate of inheritance tax (IHT).
Pensioners slam the ‘most unfair tax in Britain’ as HMRC rakes in billions Read More »
WealthTech100 2024
Sixth annual WealthTech100 list names the companies transforming the world of wealth and asset management
The latest edition of the WealthTech100 has been launched today by FinTech Global, a specialist research firm. This prestigious ranking distinguishes the most innovative technology providers that are transforming the operations of investment firms, private banks and financial advisors.
WealthTech100 2024 Read More »
It’s Time for Action
Net zero by 2050 blah blah blah, ESG blah blah blah, Sustainability blah blah blah, Green economy blah blah blah, Climate neutral, blah blah blah (to paraphrase a certain Swedish activist). All too often advisers consider the whole ESG/Sustainable finance movement as something to ignore, thinking it doesn’t apply to them – or their clients.
It’s Time for Action Read More »
TES white paper: how much should clients invest in venture capital?
Why investors are underweight EIS and VCTs
TES white paper: how much should clients invest in venture capital? Read More »
Second highest VCT fundraising to boost ambitious UK companies
Today the Association of Investment Companies (AIC) published the amount of money raised by venture capital trusts (VCTs) in the 2022/23 tax year.
Second highest VCT fundraising to boost ambitious UK companies Read More »
VCT Market Update Autumn 22
After a record-breaking VCT season last year, we cast our eye over the early indications of what lies ahead for 2022-23.
VCT Market Update Autumn 22 Read More »
Rights issues in the Business Relief market
We all know in life that two wrongs don’t make a right. But is there ever a situation where two rights could result in a wrong?
Rights issues in the Business Relief market Read More »
ESG Accord launch the Accord Initiative
Helping advisers meet the challenges of Consumer Duty
ESG Accord launch the Accord Initiative Read More »
Consumer Duty = Greater Diversification
The focus of the new Consumer Duty rules from the FCA is on improved customer outcomes. It is implicit in this that to achieve the best outcomes for the client, there should be an appropriate amount of diversification to spread risk.
Consumer Duty = Greater Diversification Read More »