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 »
Industry related news and events
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 »
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 »
The Liberal Democrats want to cut income tax by raising the tax-free personal allowance, according to the party’s manifesto. (Source FT Adviser)
Lib Dems launch manifesto with cut to income tax and CGT rise Read More »
Just 4 per cent of workers in the UK have considered a career in financial advice with limited awareness meaning a widening gap in future talent. (Source FT Adviser)
Only 4% of UK have considered career in financial advice Read More »
The Conservatives will pledge to abolish inheritance tax in “one big throw of the tax dice” to try and save themselves from electoral wipeout, George Osborne has said. (Source The Telegraph)
Tories to scrap inheritance tax in ‘big throw of the dice’, says Osborne Read More »
Explain how a financial planner can help a small business owner
Identify the difference between pension contributions and dividend payments
Describe why some advisers do not take out pensions
Running a successful small business takes dedication, sleepless nights, blood, sweat and tears.
Why advice is key to running your business Read More »
Mini manifesto calls for government to support VCTs to boost UK market
2024 general election: Call for investment through VCTs Read More »
With Prime Minister Rishi Sunak calling a surprise General Election on 4 July, Katy Ward delves into what the two main parties have in store for our finances.
General Election 2024: National Insurance, pensions, ISAs, energy bills, IHT and more Read More »
Venture Capital Trust fundraising has dropped following a post-pandemic spike, according to latest figures.
Data from HMRC showed VCTs raised £1,001mn in 2022-23, which is 10 per cent lower than the 2021-22 figure of £1,112mn.
Funds raised by VCTs drops 10% after post-pandemic boom Read More »
Advice firms need to evidence client stewardship, have clear guidelines on best practice and leverage new tech innovations if they want to have the “right” consumer duty mindset.
3 things advisers should do to have ‘right’ consumer duty mindset Read More »