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Trending Articles
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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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Deepbridge Capital and RSM UK launch Autumn Tax Planning Masterclass series
Venture capital investment manager Deepbridge Capital is pleased to announce the launch of its Autumn 2025 Tax Planning…
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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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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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Skillcast: Why the Leeds Reforms make training a C-Suite responsibility
When the Chancellor stood up in Leeds to announce her reforms, the headlines honed in on “cutting red tape”. But, unlike…
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Evelyn Partners: AUM and asset flows update for the six months ended 30 June 2025
Evelyn Partners reveal that they generated £3.7 billion of gross new assets in H1 2025, with AUM reaching an all-time hi…
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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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FCA strips back insurance rulebook
The UK’s world leading insurance market could benefit from simpler, more straightforward rules, under proposals published by the Financial Conduct Authority (FCA)…
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Pension giants back Mansion House Accord with billions for UK growth – but advisers urged to stay focused on client outcomes
Seventeen of the UK’s largest workplace pension providers have pledged to invest billions into private markets – including a minimum 5% into…
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Aberdeen Adviser reflects on tax year end success and strategic readiness for 2025
With the 2024/25 tax year now closed, Aberdeen Adviser business has taken the opportunity to reflect on the lessons learned and successes…
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Adviser insight: Truly Independent’s Katie Brinsden highlights eight reasons why advisers should embrace innovation
Innovation is no longer a luxury for financial advice firms – it’s a strategic necessity. Katie Brinsden (pictured), Managing Director at the…
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Plannr & AdvisoryAI launch integration
AdvisoryAI, award-winning AI platform for financial advisers, and Plannr, a trusted leader in financial adviser technology, has gone live with an integration…
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Fund manager view: Why I’m wary of the US recovery – Jacob de Tusch-Lec, manager of the Artemis Global Income Fund
Jacob de Tusch-Lec (pictured), manager of the Artemis Global Income Fund, explains why the recent rally in US equities may offer investors…
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Industry professionals rethink tax-efficient investing, shifts in strategy, provider choice, and client flexibility
For today’s tax-efficient investors, staying ahead of regulatory changes and market shifts isn’t just prudent—it’s essential. With Business Relief (BR) rules undergoing…
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HMRC “dawn raids” jump to 648: Pinsent Masons highlights intensified crackdown on tax fraud
HMRC conducted 648 dawn raids last year, up from 623 raids in the previous year, as steps up its campaign against tax…
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Seventy-two per cent of new absentees under group income protection policies returned to work during 2024
Data compiled by GRID, the industry body for the group risk protection sector, indicated that, once again, employers continued to extensively utilise group…
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Behavioural finance can enhance personalised client advice, says Oxford Risk’s Dr Greg B Davies
If you’ve ever felt that traditional client segmentation just doesn’t quite cut it, you’re not alone. And if you’re anything like us,…
