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Trending Articles
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Four deadly investment scams draining British bank accounts right now
With more Brits turning to investing to build their savings and plan for the future, fraudsters are finding new ways to…
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Mortgage & Property experts respond to the latest HMRC property transactions data
Following the release of the latest HMRC property transaction figures, we hear from a range of experts, who have shared…
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Advisers trapped by traditional marketing tactics and tight budgets, Unbiased study shows
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphi…
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Aviva completes a £700m buy-in deal with the ABB Plan
Aviva has today announced the successful completion of a £700 million bulk purchase annuity (BPA) buy-in transaction wit…
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Summer of legal shakeups: what financial planners need to know
Business and Development, Exclusives
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how…
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Consumer Duty has not shortened the small print; financial T&Cs remain as long as classic novels two years on
Two years since the Financial Conduct Authority’s (FCA) Consumer Duty came into force, and Fairer Finance’s latest analy…
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Fidelity International: Why gold’s long-term case is stronger than ever
Despite sharp gains, gold continues to play a key role in portfolios, backed by resilient demand, policy uncertainty and…
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Moneyfacts: Why are mortgage rates climbing again?
Mortgage rates have started to creep up again despite a recent cut in the Bank of England’s base rate, as rising swap ra…
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Carlyle to acquire intelliflo from Invesco
Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced t…
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Moneyfacts: Savings providers and choice climb to record highs
Moneyfacts UK Savings Trends Treasury Report data shows the quantity of savings providers on the market and product choi…
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AIM: a stockpicker’s market for IHT planning
Love it or loathe it, the AIM market cannot be ignored, according to Chris Hutchinson, Director of Unicorn Asset Management. The…
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How to find the newest EIS opportunities
With record numbers of companies being formed, finding the next big thing can be difficult for advisers, but founder of Intelligent…
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What does 2017 hold for Tax Advantaged Products?
Jack Rose (above), Head of Tax Products, LGBR Capital takes a look into his crystal ball to find out what 2017…
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VCTs: backing British businesses and boosting the economy
Annabel Brodie-Smith, Communications Director at the Association of Investment Companies, explains how VCTs are feeding the fledging economy. Looking back over…
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Risk equals reward: understanding tax-efficient investments
EIS can bring rewards for clients but advisers must be clear about the risks associated with alternative investments, says Ian Warwick,…
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What the EIS market needs now: more research
Advisers need to ensure their research into EIS is robust but are being held back by a lack of information, says…
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The creation of an EIS investment
Peter Schwabach, Managing Partner at Cyrus Investment Management investigates how companies are picked for investment and how fund managers work with…
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Which clients would benefit from EIS?
Andrew Castell, Partner at Par Equity, identifies why EIS is beneficial and which advisory clients it is suitable for. As other…
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EIS and the hunt for returns
Diversification is key to steady returns but how you diversify is just as important, says James Sore, Chief Investment Officer at…
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From small acorns mighty oaks grow: why SEIS matters
Matthew Cushen, Co-founder of Worth Capital, looks at the rise of SEIS and the returns on offer. Equity investing in early…