Fixed Income in the News
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Six ways the Budget could raise inheritance tax or CGT at death
Possible moves to increase taxes on the transfer of wealth at death continue to feature in speculation as to where ‘painful’ Budget…
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Dynamic Planner announces new CRM integration with Adviser Cloud
Dynamic Planner, the UK’s leading digital advice platform has announced a new CRM integration with Adviser Cloud. Advisers using the new integration…
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Experienced operator Tim Riseborough joins the Validpath board further strengthening senior management team
ValidPath, the network for independent financial advisers, is pleased to announce that Tim Riseborough, Chief Operating Officer of Rimbal and Group Operations…
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Halifax HPI data shows house prices rising for third straight month – plus reaction from across the industry
Halifax have released their House Price Index, which has revealed that house prices have risen for a third successive month. House prices…
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Transact teams up with moneyinfo to enhance client document delivery
Transact, the UK’s leading adviser investment platform announces a powerful new integration with fintech provider moneyinfo that streamlines adviser-client communication. This collaboration…
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Average UK citizen hit five times each by data breaches last year – 312 million breaches in 2023, up 53% on 2022
UK citizens were affected by five data breaches each on average last year*, says leading global specialty (re)insurance group Chaucer. Figures obtained…
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Survey reveals 1 in 3 Brits feel ‘milestone anxiety’
Reaching big milestones like owning your first car and getting married can be exciting markers of adulthood, but they usually can also…
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CG Asset Management: “Chances of a recession in the US over the next 12-18 months have increased significantly.”
Chris Clothier, Co-CIO, CG Asset Management, commented: “There are signs that the US economy is slowing sharply and the chances of a…
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Millionaires swap the UK for Portugal
· Huge opportunity for IFAs as 9,500 millionaires plan to leave UK in 2024 · Portugal looking to welcome 800 millionaires this year · Moving…
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Don’t forget to register for Self Assessment tax before 5 October
BDO warns those with online side hustles that HMRC will be able to crosscheck incomes for the first time. People needing to…
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