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Trending Articles
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UK state pension age review launched amid rising demographic pressures
Dr Suzy Morrissey today announced she has been appointed by the Department for Work and Pensions (DWP) Secretary of Stat…
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AI for pensions: transformative potential, responsible use
The pensions industry is entering a new era driven by the transformative potential of AI. From enhancing operational eff…
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Spectre of inheritance tax sees grandparents’ wills changed after death to skip a generation
As the government seeks to balance the books, even the modestly well-off fear hefty inheritance tax bills. This is drivi…
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Royal London enhances Principle equity release product
Royal London today announces significant enhancements to its Principal equity release product, reinforcing its commitmen…
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UK CPI preview: inflation, rate cuts, and the pound’s path forward
Written by Daniela Sabin Hathorn, senior market analyst at Capital.com The UK Consumer Price Index (CPI) will be release…
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80% of homeowners could be missing out on green mortgage benefits
UK homeowners could be losing out on mortgage savings as 80% of UK homeowners admit they are not familiar with green mor…
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Key considerations for IFAs to support clients when exiting a family business
Business and Development, Exclusives
Written by Jane Ingleby, Partner (Family), and Ellie Milner, Partner (Private Client), Mills & Reeve As more baby b…
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HSBC AM announces final close of Vision VC and PE strategies following strong global investor demand
HSBC Asset Management (HSBC AM) has announced the final close of its Vision Venture Capital (VC) 2024 and Vision Private…
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THE CISI FINANCIAL PLANNING CONFERENCE 2025 – OCTOBER 2025
Under this year’s heading of the Magic of Financial Planning the CISI’s annual Financial Planning Conference 2025 will b…
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Paris-style treaty for plastic’ falls flat – what does it mean for investors?
Efforts to establish a global treaty limiting plastic pollution have failed, as more than 170 countries fail to reach an…
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Sunday’s money pages..
*Highlight text, right click and hit “search google” for more info on any of the featured topics* The Mail on Sunday reveals…
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Choosing the right paraplanning solution
As more and more financial planning firms are recognising the importance of having an effective paraplanning process in place, Tracey Underwood,PACE Solutions,…
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FCA secures confiscation order totalling £291,070 against convicted fraudster
This confiscation order follows the FCA prosecution in which Mr Starling was sentenced to 5 years’ imprisonment for defrauding investors of just…
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How good are your business habits?
Even the best financial planning firms can benefit from a practical review of their business habits in pursuit of excellence. Brett Davidson,…
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Intergenerational planning
Helping clients to make effective plans to maximise the amount of their estate which is passed to their chosen beneficiaries after death…
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FCA to ban promotion of speculative mini-bonds to retail consumers
Ahead of the upcoming ISA season, the FCA is introducing the restriction without consultation, using its product intervention powers. The restriction will…
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10th VCT & EIS Investor Forum
Maybe the friendliest event of its type I’ve attended in many years, the 10th VCT & EIS Investor Forum at the Leonardo…
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The UK – not quite out of the woods yet
With under three weeks to go to the UK general election, it is looking increasingly likely that the Conservatives will be returned…
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Estate planning pitfalls:
Over half (54%) of IFAs say clients seek advice too late in the estate planning process 14% say clients fail to go…