Advisers are telling their clients to keep calm in the face of global stock markets falling and fears of a US recession. (Source FT Adviser)
Advisers urge clients to keep calm as markets tumble Read More »
The number of client reports generated by advisers has increased exponentially as the Consumer Duty anniversary approaches, Dynamic Planner has reported. (Money Marketing)
Adviser reports surge to over 100,000 a month due to Consumer Duty Read More »
HM Revenue and Customs today revealed that Inheritance Tax receipts for April 2024 to June 2024 were £2.1billion, which is £83million higher than the same period last year. That is an annual increase of 4.1%. (Source Today’s Wills & Probate)
IHT receipts for April to June £83m higher than same period last year, data reveals Read More »
ESG Accord has launched an academy to help advisers get to grips with the Financial Conduct Authority’s Sustainability Disclosure Requirements (SDR). (Source Money Marketing)
ESG Accord launches academy to support advisers with SDR Read More »
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 »
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)
City rounds on pension schemes over attempt to derail FCA listing changes Read More »
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)
Women value a personal advice service more than men Read More »
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%.
IHT receipts surge 16.6% to £1.4bn in April-May 2024 Read More »
Retail investors have continued to abandon London’s capital markets for the 33rd consecutive month, with extensive outflows from UK funds.
Retail investors flee UK fund market as London continues to suffer Read More »
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)
UK general election 2024: what it means for venture capital Read More »
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