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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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2 in 5 Brits have used AI for personal finance advice
2 in 5 Brits (40%) have used a generative AI tool such as ChatGPT or Gemini for personal finance advice, according to re…
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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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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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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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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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Two in three bereaved adults left feeling stressed due to high funeral costs – MetLife UK research
Almost two-in-three (64%) bereaved individuals who said there was a funeral for their most recent bereavement felt stres…
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LMS joins The Conveyancing Association as Affiliate member
The Conveyancing Association (CA), the leading representative body for the conveyancing industry, has today (26th August…
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Beyond IHT – the wider benefits of business relief
Low yields and uncertainty around Brexit means interest in business relief is increasing, says Jack Rose, Head of Tax Products at…
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Time to celebrate: AIM has come of age
The Alternative Investment Market has turned 21 and Richard Power, Head of Smaller Companies at Octopus Investments, looks at what makes…
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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…