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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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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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House prices continue to rise at a steady pace, according to the latest Halifax HPI
The UK housing market continued to show signs of resilience in August, with house prices rising by 0.3%—the third consec…
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Insignis unveils new “forever” cash ISA, simplifying savings for clients and advisers
Insignis, the leading cash management platform, has launched a new, multi-bank “forever” cash ISA that lets savers acces…
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Pepper Money presents shared ownership white paper to Downing Street to push for a more inclusive housing market
The Government is being urged to implement reforms to its shared ownership policy following a visit to Downing Street fr…
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Propertymark: Last chance for MPs to improve Renters’ Rights Bill
Consideration of amendments passed in the House of Lords will be looked at by MPs on Monday 8 September 2025 with Proper…
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The key impacts of Consumer Duty so far and what advisors can expect next | Stuart O’Sullivan, Protiviti UK
Exclusives, Regulation and Compliance
Consumer Duty has just passed its second birthday. How do we as an industry reflect on this regulation? Is Consumer Duty…
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APFA calls upon FCA to apply principle of proportionality
The Association of Professional Financial Advisers (APFA) has called on the FCA to apply the principle of proportionality in implementing MiFID II.…
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Coming to an EIS fund near you
From the company that brought you The Plague of The Zombies and One Million Years B.C., comes a new financial blockbuster. The…
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Technology and Platforms – tax efficient investing in 2017
The technology is there, the clients are there, and there is much to be learnt from both sides of the fence…
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Five things you need to know about investing in oil
Do you know your OPEC, from your Crude? Here, courtesy of ETF provider WisdomTree, are five things you need to know about oil, before…
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Wanted: Old gits for a tech start-up
Having just read Disrupted (Atlantic Books) by Dan Lyons over the Christmas holiday, it made me think, that a group of us,…
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A personal lesson from 2016 – don’t be so gullible
If 2016 taught me one thing, it’s not to be so gullible. We journalists are by nature a cynical bunch and often…
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TSB chairman Samuel gets chair at Tilney Bestinvest
Will Samuel, the current Chairman of TSB Banking Group, has been appointed Chairman of Tilney Bestinvest. Samuel, who steered TSB through its…
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Stocks tipped for success in 2017
Investment research analyst at The Share Centre Ian Forrest outlines six companies tipped for success in 2017: Prudential – a lower risk…
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Coady appointed CCO at Guardian Wealth Management
Mike Coady has been appointed the Chief Commercial Officer at Guardian Wealth Management (GWM). The firm provides financial planning advice to individuals,…
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Fixed income: Don’t bank on a great rotation in 2017
Charles McKenzie, CIO for Fixed Income, provides some insights from Fidelity International’s investment team: “As 2016 draws to a close, exhausted bond…