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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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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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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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Schroders: Five perspectives on how cheap UK equities really are
Value Fund Manager and Research Analyst, Tom Grady at Schroders, assesses whether UK equities are fundamentally cheap re…
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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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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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Is the CISI’s gold standard Certified Financial Planner™designation worth the climb? We hear from four financial professionals who have gone for gold…
When it comes to carving out a successful career in financial planning, there are several professional qualifications to choose from. But ask…
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Parmenion group reports growth surge and doubling of platform flows
Parmenion today announces its full-year results for the year ending December 2024 reporting robust financial and operational performance. The annual report and…
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UK Homeowners are borrowing more to renovate, and not relocate
A growing number of UK homeowners are choosing to renovate their existing homes rather than move, with fresh data from Pepper Money revealing a…
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Wealth Management Study identifies size of HNW international life insurance market for first time
A 2024 Wealth Management Market Study for Utmost Group, performed by NMG Consulting, a global financial services advisory business, has for the first time…
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Building societies work hard to help first-time buyers finds Moneyfacts
Building societies are working hard to help first-time buyers get onto the property ladder, but more needs to be done to support…
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Reaction to Spanish Government plans for a 100% indirect property transfer tax on non-EU residents
The Spanish Government has recently presented to the Congress a new draft bill that intends, amongst other things, to impose a new…
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Spending Review 2025: HL experts highlight key points advisers need to watch out for in next week’s big government announcement
With the Chancellor’s long-awaited Spending Review set to be unveiled next Wednesday,11th June, financial advisers should be alert to the possible implications…
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Guardian’s second claims report shows 40% year-on-year growth in claims paid in 2024
Guardian has today announced it paid £21,344,290 million in claims payouts during 2024 across 238 life, terminal illness and critical illness claims.…
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Quilter Cheviot: Family funds and long-term wealth strategies
Authors: David Denton and Andrew Wilson from Quilter Cheviot As we face the ‘Great Wealth Transfer’—the largest generational wealth shift in history—and…
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Moneyinfo and ZeroKey partner to accelerate data access and integrations for advisers
moneyinfo, the leading client portal and app for wealth management and financial planning firms, has partnered with ZeroKey to simplify and accelerate adviser access…
