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What tax rises can we expect in the 2025 Budget?
Following confirmation that the 2025 Budget will be delivered on the 26 November, accountancy and business advisory firm…
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Octopus Ventures’ CEO Erin Platts gains additional role as CEO of Octopus Investments
Business and Development, Tax-Efficient Investment
Octopus Investments announces the appointment of Erin Platts as Chief Executive Officer of Octopus Investments, subject…
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Gilt market wobbles: what advisers need to know after yesterday’s turmoil
When UK government bond yields make the front pages, advisers know it’s time to sit up and take notice. Yesterday, the g…
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A third of parents feel guilty when not around for their sick child – MetLife research
Watching your child take up a risky hobby is a big moment, according to a quarter (24%) of UK parents. Other core “bigge…
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Date set for major UK Autumn Budget as Chancellor faces pressure on spending and tax
The Government has announced this morning that Chancellor of the Exchequer Rachel Reeves will deliver the UK Budget on W…
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House prices continue to rise at a steady pace, according to the latest Halifax HPI
The UK housing market continued to show signs of resilience in August, with house prices rising by 0.3%—the third consec…
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Insignis unveils new “forever” cash ISA, simplifying savings for clients and advisers
Insignis, the leading cash management platform, has launched a new, multi-bank “forever” cash ISA that lets savers acces…
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Pepper Money presents shared ownership white paper to Downing Street to push for a more inclusive housing market
The Government is being urged to implement reforms to its shared ownership policy following a visit to Downing Street fr…
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Propertymark: Last chance for MPs to improve Renters’ Rights Bill
Consideration of amendments passed in the House of Lords will be looked at by MPs on Monday 8 September 2025 with Proper…
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The key impacts of Consumer Duty so far and what advisors can expect next | Stuart O’Sullivan, Protiviti UK
Exclusives, Regulation and Compliance
Consumer Duty has just passed its second birthday. How do we as an industry reflect on this regulation? Is Consumer Duty…
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Financial Planners urged to get behind UK Financial Planning Week 2017
Financial Planning Week 2017, which commences 8 May, represents a national initiative organised by the Chartered Institute for Securities & Investment (CISI)…
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Strategy, Strategy. Mike Wilson ponders the recent announcement of a snap general election
It seems I might owe the Prime Minister an apology. In last month’s IFA Magazine I accused Theresa May of not always…
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Latest career opportunities from Heat Recruitment
Heat Recruitment have the following opportunities for financial advice professionals. For more details of these and hundreds of other vacancies too call…
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Modern cashflow modelling is truly transformational – Jon Rolfe, Epoch Wealth Management
Engaging clients effectively in the financial planning process is essential for business success, says Jon Rolfe, founding partner of Epoch Wealth Management,…
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The shifting sands of pension tax policy -Tom Selby
Politics and pensions have always been uneasy bedfellows says Tom Selby of A.J. Bell, but does the Government’s recent U-turn on changes…
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Adviser Spotlight; Adam Carolan on building the next generation of financial planners
In this popular monthly feature, Sue Whitbread talks to Adam Carolan about his passion for financial planning and how he is supporting the…
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This year, next year, some time, never? Mike Wilson looks at the US market
If there’s one thing that the last 90 days have taught us, it’s that nothing lasts forever where President Donald J Trump…
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The risk of risk-profiling – part two of Keith Robertson’s in-depth analysis
The assessment of risk is fundamental to advisers and planners in their quest to ensure that clients benefit from effective and appropriate…
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Better Business – Brett Davidson asks whether you are taking your own advice?
When you are leading a very busy life, it is often difficult to fit in everything you want to do. Brett Davidson…
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The eye of the tiger – Brian Tora looks at Emerging Markets
Emerging market funds were amongst the outperformers in 2016, but what does the future look like for investment in this dynamic asset…