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Panic at the Budget, is tax-free cash at risk?
As Budget speculation swirls once again, rumours of a cap on the 25% tax-free lump sum have sparked concern among pensio…
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Mortgage and Property, Podcasts
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best suppo…
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Income Protection Action Week: why affordable income protection is vital amid rising accident-related disabilities
Exclusives, Insurance and Protection
As Income Protection Action Week reaches its second day, National Friendly highlights the growing concerns among clients…
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FCA mortgage review could drive fairer, more flexible lending
Michael Shand, Managing Principal at consultancy Capco, says the FCA’s mortgage rule review could unlock fairer access t…
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Women’s Rugby World Cup: female sports stars are earning more but must still plan for two retirements
As the Red Roses prepare for tomorrow’s semi-final match against France, women sports professionals are commanding highe…
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IHT receipts rise 5.7% year-on-year, expert reaction to HMRC data
Recent data released today by HM Revenue and Customs (HMRC) reveals that Inheritance Tax (IHT) receipts for the period A…
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Market Report: records in the US, riddles in the UK
Matt Britzman, senior equity analyst at Hargreaves Lansdown, discusses how UK markets edged higher despite mixed signals…
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Saffron unveils four new lending categories in biggest product refresh of the year
Saffron for Intermediaries has unveiled its most significant mortgage updates of the year, introducing four new lending…
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Increasingly clients taking tax free cash to gift to younger generations
Nick Nesbitt, Head of Private Client at Forvis Mazars, warns that while more savers are tapping tax-free pension cash to…
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Five tips for property investors juggling multiple incomes, by a tax expert
Exclusives, Mortgage and Property
Many property investors and landlords are balancing invoices and incomes from multiple sources. While this can mean grea…
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Worth Capital start-up series Celebration of Innovation 2020
60+ IFAs and investors gather at the iconic Globe Theatre Hayley Etherington, Business Operations Director at Worth Capital, reports on the…
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New interactive website for Foresters Friendly Society
• A range of savings calculators & educational content take centre stage on new, user-friendly site • Launch reinforces Foresters’ commitment to…
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ESG Round Table London
Environmental, social and corporate governance (ESG) criteria are assuming an unprecedented importance in the world of investment. To reflect the exponential interest…
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Revamped Woodford fund to reopen on 13 February
The new ASI Income Focus fund (previously Woodford Income Focus) reopens tomorrow with investors able to place trades from mid-day today, 12…
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February’s Case Study – Clients Selling Property Abroad
Advisers are often approached by their clients with all manners of financial enquiries – this can include handling funds in different currencies.…
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New CIO for Artemis
Artemis Investment Management LLP has announced that Matthew Beesley will be joining the firm on 20 April 2020 as chief investment officer…
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Budget 2020: Hargreaves Lansdown calls on the government for tax reform
Tom McPhail, Head of Policy at Hargreaves Lansdown commented: “We have asked the Treasury to open reviews to explore options for reform.…
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Worth Capital are hosting a ‘celebration of innovation’
The Start-Up Series Fund has been deliberately designed to find high potential seed investment opportunities. To date it has invested in 20…
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Worth Capital are hosting a ‘celebration of innovation’
Taking place on Wednesday 12 February 2020 at the iconic Shakespeare’s Globe Theatre in London. The Start-Up Series Fund has been deliberately…
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Sunday’s Money pages
*Highlight text, right click and hit “search google” for more info on any of the featured topics* Following up last week’s report,…