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Trending Articles
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Four deadly investment scams draining British bank accounts right now
With more Brits turning to investing to build their savings and plan for the future, fraudsters are finding new ways to…
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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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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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Aviva completes a £700m buy-in deal with the ABB Plan
Aviva has today announced the successful completion of a £700 million bulk purchase annuity (BPA) buy-in transaction wit…
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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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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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Moneyfacts: Savings providers and choice climb to record highs
Moneyfacts UK Savings Trends Treasury Report data shows the quantity of savings providers on the market and product choi…
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Wednesday newspaper round-up: Cost of living, Tesco, Starling Bank
UK households face a hit of £1,200 next year as stalling wages and rising tax and energy bills cause a “cost of…
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Killik & Co – 4 things we’re thinking about for 2022
By Shaun Robson, Head of Wealth Planning at Killik & Co 1) Stealth Taxes Earlier in 2021, we saw Chancellor Rishi Sunak…
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Just Group FOI request reveals regions where high house prices cause the biggest IHT headaches
Residential property makes up nearly half the value (49%) of estates facing Inheritance Tax in London compared to a quarter or less…
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Apple’s new Digital Legacy function is a great move, but most people won’t use it – Zenplans
Apple has released its iOS 15.2 operating system and the upgrade includes a feature called Digital Legacy – this function allows iPhone…
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Investment company 2021 review: a record year
Record fundraising for investment companies in 2021 helped propel the industry to its highest ever level of assets under management, data from…
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Four key factors affecting financial planning in 2022
By Nick Sinclair-Wilson, Chartered Financial Planner at BRI Wealth Management 1) Changes to Taxation Starting with the obvious, as many will know…
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Merry Christmas Everybody
So here it is! After another year fraught with challenges and Covid concerns, and the omicron variant having done its level best…
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All I want for Christmas is a completed tax return
Last Christmas, 31,400 customers completed tax returns between 24 and 26 December. That included 20,200 on Christmas Eve and 2,700 on Christmas…
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Origo – Time to reflect on our achievements in 2021
Anthony Rafferty, CEO of Origo, urges the industry to contemplate its successes in 2021 and reflects on four of the FinTech’s key…
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Friday newspaper round-up: Selfridges, energy prices, Treasury
The family owners of Selfridges have sold out to a Thai retailer and an Austrian property company for an estimated £4bn ($5.36bn)…