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)
Capital availability ‘vital’ for UK IPO market to replicate US success Read More »
Budget speech set for 26 November (Source: Professional Adviser)
Rachel Vahey: Five (other) possible Budget announcements Read More »
Diversification must go beyond spreading investments across equities, bonds, and cash (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)
UK investment industry hits record £10trn AUM Read More »
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)
ESG Accord: The Financial Lives Survey is a wake-up call Read More »
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)
Advisers warned not to put all ‘eggs in one basket’ with IHT planning Read More »
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)
Dividend tax squeeze to hit record 3.7 million people Read More »
Kirsty Barr outlines why now is the ideal moment for advisers to explore the benefits of incorporating VCTs into their clients’ strategies. (Professional Adviser)
Five reasons VCTs could make sense for your clients and your business Read More »
We are delighted to announce we are finalists in the Best Investment Platform category at this year’s Growth Investor Awards 2025
Growth Investor Awards 2025 Finalists Read More »
Clients need their professional advisers to work collaboratively more than ever before, writes Andrew Aldridge. Here he explains why EIS is a ‘natural bridge’ between the professions (Source: Professional Adviser)
How Rachel Reeves could unlock greater IFA/solicitor/accountant collaboration Read More »
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