Sunday’s Money pages
Marking your card for what your clients may have been reading this weekend
o2h ventures portfolio company Exonate announces collaboration with Johnson & Johnson
To develop a new eye drop for the treatment of retinal vascular diseases
London based wealth management fintech to launch in Ireland
Republic “one of the fasting growing wealth management sectors in Europe”
Fund Group Focus – Nova
Ahead of the Tax Year End 2020, we are taking a weekly snapshot look at some of the tax efficient investment opportunities for your clients to consider
January’s Case Study – Clients Buying Property Abroad
Our recommended currency partner
Sunday’s Money pages
*Highlight text, right click and hit “search google” for more info on any of the featured topics* The Sunday Times...
Gunner & Co. advise Lumin Wealth on second acquisition
Lumin Wealth Management is pleased to announce it has acquired Everett MacLeod Limited which completed on 6th January 2020, following...
Defaqto launches new pension switching tool
The new tool will allow advisers to provide clients with research-backed intelligence – ensuring compliance around pension switching decisions...
FCA returns funds to land banking victims
Between 2005 and 2010, around 800 people invested approximately £32.8 million in unauthorised collective investment schemes established and operated by...
The Sunday Money pages
*Highlight text, right click and hit “search google” for more info on any of the featured topics* The Sunday Times...
Footballers and tax schemes
Football and money have been synonymous for a generation as the salaries, image rights and endorsement earnings of footballers (not...
FCA acts to help customers get better rates for cash savings
Under new rules all firms will have to set a single easy access rate (SEAR) across all easy access accounts....
Sunday’s Money pages
*Highlight text, right click and hit “search google” for more info on any of the featured topics* The Sunday Times...
Gunner & Co. advise Lumin Wealth on second acquisition
Lumin Wealth Management is pleased to announce it has acquired Everett MacLeod Limited which completed on 6th January 2020, following...
Defaqto launches new pension switching tool
The new tool will allow advisers to provide clients with research-backed intelligence – ensuring compliance around pension switching decisions...
FCA returns funds to land banking victims
Between 2005 and 2010, around 800 people invested approximately £32.8 million in unauthorised collective investment schemes established and operated by...
The Sunday Money pages
*Highlight text, right click and hit “search google” for more info on any of the featured topics* The Sunday Times...
Footballers and tax schemes
Football and money have been synonymous for a generation as the salaries, image rights and endorsement earnings of footballers (not...
FCA acts to help customers get better rates for cash savings
Under new rules all firms will have to set a single easy access rate (SEAR) across all easy access accounts....
CBPE to invest in Perspective Financial Group
Perspective is a nationwide financial planning and wealth advisory business which operates from 15 offices across the UK employing 180...
Adviser Centre
Tools and calculators
Explore the options and uncover issues that could affect your clients – from tax to returns and more. Please note,...
Top slicing relief for bonds taxation: the facts
An article from the Technical team at Prudential which takes a look at all you need to know about top-slicing...
Better Business
Using video in financial advice
It is clear that there are forces at play within financial services which are radically altering the way advisers need...
Planning in practice
Generational changes are impacting the type of advice and service which financial planners will need to give – but...
Interviews
The smaller companies debate
IFAM: How do you see the current economic and market uncertainty in the UK impacting the performance of smaller companies...
Where next for UK smaller companies?
IFAM: With all the current economic, political and market uncertainty, in your view what is the outlook for UK Smaller...
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