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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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Wealth Managers Brexit Checklist
This week has brought lots of news about COVID and local lockdowns – obscuring what would otherwise be wall to wall coverage…
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ESG fund AUM will account for over 50% of total European mutual fund assets by 2025
ESG assets to reach between EUR 5.5 trillion and EUR 7.6 trillion by 2025 ESG assets will make up between 41%…
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Sustainable is the future
Investors want to make a difference. At Aberdeen Standard Capital, we don’t just pay lip service to ESG matters; we put them…
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M&G Positive Impact Fund Update
Watch John William Olsen, Fund Manager of the M&G Positive Impact Fund review how the fund has fared over the past few…
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How the Government wants to revolutionise pension communications
The DWP has today published its response to a consultation on simplifying the annual benefit statements pension customers receive (https://www.gov.uk/government/consultations/simpler-annual-benefit-statements-for-workplace-pensions/outcome/government-response-simpler-annual-pension-benefit-statements) Government…
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Updated annual pension statement to exclude cost and charges info
@peter_IFAMAG reads Twitter so you don’t have to. The UK government decides against including info on Costs and Charges on updated annual…
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What were the Sunday papers’ money sections saying?
Here’s our weekly summary of the content in some of the leading National Media’s Money Sections this weekend. It’s a great way…
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Another 8x exit for Mercia EIS fund
There’s some interesting news from Mercia Asset Management, the proactive specialist asset management business which provides venture, private equity or debt finance…
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Upcoming event: Maximising the tax planning opportunities in your client bank
For professional advisers and paraplanners only. Tune in to the Octopus tax planning special on Thursday November 5 at 10am. Hear from…
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US trading app, Robinhood, gives one day notice for margin calls
@peter_IFAMAG reads Twitter so you don’t have to. US retail trading app, Robinhood, gives one day notice on a margin call. Meanwhile,…