It is important for advisers to stay calm and not to let clients act too soon ahead of the Autumn Budget, industry specialists have told Professional Adviser. (Source Professional Adviser)
Advisers urged not to let clients ‘act too soon’ ahead of Budget Read More »
Ever since Labour stormed to victory in the general election, it has been making the case it has inherited a sluggish economy and a set of public finances in tatters. (Source Money Marketing)
As government plans Budget tax raids, remember AIM is more than just an IHT play Read More »
The government has recently announced an extension of the Venture Capital Trust (VCT) scheme until 2035, offering an additional 10 years of certainty for financial advisers who utilise these tax-advantaged vehicles for their clients. (Source: FT Adviser)
What are VCTs and are they suitable for my clients? Read More »
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 »
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