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Trending Articles
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Employers see the writing on the wall for pensions salary sacrifice schemes
Over 90% of employers think that the chancellor will place restrictions on pensions salary sacrifice schemes at the upco…
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End of ‘De Minimis’ may have far-reaching impact for brands with US customer base
President Trump’s new “Tariff Board” has already triggered confusion and legal battles, but, as Julian Wheeler, US Equit…
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Estate planning should be a family-wide conversation: are unused pensions the catalyst many needed to start the process?
Written by Caroline Foulger, Partner at Hunters Law LLP Inheritance Tax has never been straightforward, yet many refer…
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How long does it really take to save for a house deposit in the UK?
New industry data has revealed that the number of low-deposit mortgages available have risen to their highest level sinc…
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UK inflation remains stubbornly high, holding at 3.8%: industry experts react
UK inflation held at 3.8% in August, underlining the Bank of England’s policy dilemma. While some MPC members argue weak…
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Here we go again – pre-budget insights from IFGL Pensions’ Steve Berridge
As speculation swirls ahead of the November Budget, with pensions once again appearing to be in the Chancellor’s crossha…
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Real Estate industry gets first property focussed digital automated AML platform
The real estate industry’s first property-focussed Anti Money Laundering (AML) digital platform has been launched by ind…
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AJ Bell: State pension set for 4.7% inflation-busting rise as July earnings raise questions over triple lock sustainability
UK state pensions set for boost as latest ONS figures show 4.7% earnings growth, with the triple lock likely to lift the…
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Advisers’ role in fraud prevention by guiding clients through the threat of cloning scams | Damian Davies, The Timebank
Business and Development, Exclusives
Cloning scams are now the biggest fraud threat to investors, with £2.7m lost in late 2024. The IA is urging vigilance, w…
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Inflation holds for now at 3.8%: mortgage and property professionals respond
Economy, Mortgage and Property
With inflation stuck at 3.8%, households remain under pressure – but there are signs the peak may have passed. For would…
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Deutsche Bank made $1.3 trillion worth of ‘suspicious’ transactions between 1999 – 2017
@peter_IFAMAG reads Twitter so you don’t have to. Leaked documents reveal suspicious European banking behaviour worth over £1.5trn. JP Morgan, Barclays, Deutsche…
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The Sunday Fraudster?
The Sunday Times seems to be going nap on first-time buyers today; headlines include “We snared a fire-sale mortgage” and “Young investors…
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Liability to inheritance tax following pension fund transfer
Published in The Times on September 18, 2020, the judgement finds that a transfer of a terminally ill person’s pension fund from…
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Centralised investment proposition (CIP)
IFA firms tend to use a Managed Portfolio Service as part of their CIP. Firms need to consider what makes the CIP…
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Viceroy call for independent investigation into The Grenke Group
@peter_IFAMAG reads Twitter so you don’t have to. Viceroy, the research team that shorted Wirecard, calls for an independent investigation into Grenke…
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Why are tax reliefs available on some investments?
In the middle years of the 1990s, the UK Government kicked off a quiet revolution in the way long-term investment is directed…
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The story of the ISA and the latest state of play
Individual savings accounts (ISAs) were introduced on 6 April 1999, replacing the earlier Personal Equity Plans (PEPs) and Tax-Exempt Special Savings Accounts…
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Best Ethical Discretionary Fund Manager
King & Shaxson won the title of ‘Best Ethical Discretionary Fund Manager’ at this year’s Moneyfacts Investment Life & Pensions awards that…
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Government Adviser involved in pension scam
@peter_IFAMAG reads Twitter so you don’t have to. EY chairman admits ‘regrets’ over the companies’ Wirecard audit, in an interview with the…
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It’s Time to Move Forwards – Reset Your life Post-Lockdown
In Time to Move Forwards at 4.55pm on 23rd September, you’ll: Explore what will be different and what stays Identify what you…