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Trending Articles
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Renters’ Rights Bill – what you need to know
The Renters’ Rights Bill is an extremely important piece of legislation for anyone who rents their home. For those in En…
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AI in Advice – two thirds of financial planning firms say tech will shape the future
Financial planning firms across the UK are significantly ramping up investment in technology, with AI seen as a transfor…
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Podcast #119: What the FCA’s new strategy really means for advisers and their firms, with Protiviti’s Bernadine Reese
In this week’s episode of IFA Talk, Jenny Hunter and Sue Whitbread dig into one of the most important regulatory develop…
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Reynolds reaffirms ISA reform on the table ahead of Autumn Budget but remains tight-lipped on next steps
Emma Reynolds, Economic Secretary to the Treasury, reaffirmed that wholesale ISA reform is on the cards ahead of the Aut…
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Inheritance Tax enjoys record £8.2 billion tax haul in 2024/25; £750 million up on prior year
This morning’s tax receipts update from HMRC shows that Inheritance Tax (IHT) receipts registered a record high total of…
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38% of SME business owners weighing up UK exit as costs and taxes rise
New independent research commissioned by Handelsbanken Wealth & Asset Management reveals that 38% of SME business ow…
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DWP’s small pot shake-up will boost savings and cut pension costs – industry reaction
With the recent news that the DWP’s is planning to bring together small pension pots, industry experts and professi…
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Evelyn Partners appoints Alex Gersh as new Chief Financial Officer
Evelyn Partners, the leading wealth manager responsible for £63.0 billion of client assets, is pleased to announce the a…
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Average mortgage rates climb despite base rate cuts, while savings rates drop at more than double the pace
Homeowners have seen average mortgage rates rise since October, despite the Bank of England cutting the base rate. Howev…
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CII says institutions must be held accountable for AI outcome
In recommendations submitted to the Treasury Select Committee (TSC), the Chartered Insurance Institute (CII) says instit…
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Floom continues to bloom
Online florist Floom has raised nearly £600,000 via a crowdfunding campaign. Launched in February 2016 by current CEO Lana Elie, Floom…
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UK GDP comment: “…no surprises…”
Michael Baxter, economics spokesman for The Share Centre said: “The latest estimate of UK GDP in Q2 of this year from the…
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One-up for human advisers
Here’s some good news for IFAs looking at robo-advisers breathing down their necks: almost three quarters of active investors would trust an…
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Serving the SME funding gap
ThinCats is launching its first targeting model, an algorithm which is aimed at identifying those UK SMEs which are suffering from…
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Tilney boosts Birmingham office with new financial planner
Jane Garrick has joined Tilney’s Birmingham office as a chartered financial planner. Garrick moves from Santander where she was a private banker…
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Furlong joins Maven
Maven continues its recruitment drive, appointing Dave Furlong as an Investment Director with its North West and NPIF team. Furlong, who…
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Reality shows. Mike Wilson tries to put some perspective around what’s been happening around the globe this summer
Where did the summer go? It seems barely weeks since the general election, and suddenly St Leger’s Day is coming up fast…
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The rise and rise of paraplanning
Sue Whitbread looks at how paraplanning contributes to the success of a financial planning firm Maybe your client work is a…
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The adviser’s guide to digital marketing #4: two easy and free tools available to advisers
Get ahead with these two new (free) bits of marketing technology says Sam Turner, head of digital at ClientsFirst What are they?…
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Stellar’s IHT portfolios now on CoInvestor
Advisers can now access Stellar Asset Management’s asset-backed IHT portfolios via the CoInvestor platform. This follows a new partnership between Stellar…