Advisers

Karen Ward, JP Morgan Asset Management’s EMEA chief market strategist, has cautioned Chancellor Rachel Reeves that the UK economy is “approaching the limit of what tax it is willing to bear.” (Source: Investment Week)

Following SumUp’s rumoured $15bn listing on the London Stock Exchange, the financial sector is wondering if this is the catalyst needed to resurrect the UK IPO market. (Source Investment Week)

Diversification must go beyond spreading investments across equities, bonds, and cash (Source: Professional Adviser)

Budget speech set for 26 November (Source: Professional Adviser)

According to the Investment Association (IA), assets under management (AUM) in the UK investment management sector grew by 10% in 2024, reaching a record high of £10 trillion. (Source: Investment Week)

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)

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)

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)

Kirsty Barr outlines why now is the ideal moment for advisers to explore the benefits of incorporating VCTs into their clients’ strategies. (Professional Adviser)