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Trending Articles
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Cutting through the regulatory red tape | IFAM 141 | September 2025
It’s hard to believe, but Consumer Duty has now hit its second birthday. And like any two-year-old, it’s keeping adviser…
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Over a third of employers directly fund support for employees with a new illness or injury case by case (GRiD research)
GRiD, the industry body for the group risk sector, has found that over a third (36%) of employers fund support for a new…
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What tax rises can we expect in the 2025 Budget?
Following confirmation that the 2025 Budget will be delivered on the 26 November, accountancy and business advisory firm…
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Octopus Ventures’ CEO Erin Platts gains additional role as CEO of Octopus Investments
Business and Development, Tax-Efficient Investment
Octopus Investments announces the appointment of Erin Platts as Chief Executive Officer of Octopus Investments, subject…
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Gilt market wobbles: what advisers need to know after yesterday’s turmoil
When UK government bond yields make the front pages, advisers know it’s time to sit up and take notice. Yesterday, the g…
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A third of parents feel guilty when not around for their sick child – MetLife research
Watching your child take up a risky hobby is a big moment, according to a quarter (24%) of UK parents. Other core “bigge…
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Invesco: As interest rates fall, savers looking for income could turn to investment trusts
In August, the Bank of England cut interest rates by 0.25% – the fifth reduction since July 2024. As rates trend lower…
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Eleos life launches first AI co-pilot in life insurance
Eleos Life is launching Theea, the first AI-powered digital co-pilot designed specifically for life insurance. Theea del…
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New Issues of NS&I’s 1-year fixed-term Bonds
New Issues of NS&I’s 1-year fixed-term Guaranteed Growth Bonds (GGB) and Guaranteed Income Bonds (GIB) have gone on…
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Date set for major UK Autumn Budget as Chancellor faces pressure on spending and tax
The Government has announced this morning that Chancellor of the Exchequer Rachel Reeves will deliver the UK Budget on W…
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The estate planning scenario: Mark Lambert of HSBC Life gives an overview on the importance of estate planning
Mark Lambert of HSBC Life looks at why is estate planning such an important part of the financial planning process The first…
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Estate Planning: How to avoid damaging the standard of living for clients in later life
Oxford Capital highlights a useful strategy offering advisers an effective IHT planning solution with flexibility and control Currently, the majority of IHT…
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Estate planning: we talk to James Sore, Chief Investment Officer of SyndicateRoom
With a huge range of options and products for advisers to consider in the estate planning space, we talk to James Sore,…
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Intergenerational financial planning – keeping it in the family. Henny Dovland, Time Investments.
Henny Dovland, inheritance tax expert and business development manager at TIME Investments talks through some of the considerations involved As we live…
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Impact Investment a ‘win-win’ for both investors and advisers says Triple Point
A more principled approach to investing is a key theme sweeping markets says Triple Point as they highlight the importance of…
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Tatton Asset Management announces maiden prelims
Tatton Asset Management, the on-platform discretionary fund management and support services business for IFAs, has issued its maiden Preliminary Results for the…
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YFM supports £3m investment into Arcus
Funds advised and managed by the specialist private equity fund manager YFM Equity Partners have backed a £3m investment into Arcus Global.…
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Finding potential investment opportunities in disruptive technology
How can advisers and paraplanners capitalise on the continuing developments this exciting sector has to offer for client portfolios? L&G ETF, part…
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New top fear for advisers
The fear of robo-advice might have receded, but there’s a new top worry on the horizon. Now attention has switched to large…
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Seedrs secondary market busy
Seedrs started its secondary market one year ago and has provided an update on progress. The equity crowdfunding platform said that…