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FCA opens the door to simplification in a new cycle for advice
The FCA’s latest consultation on simplified advice is being positioned as a practical step towards closing the long-standing…
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Wealth Club reacts to 2024-25 EIS, SEIS and VCT figures
Yesterday morning, HMRC released the 2024-25 EIS and SEIS figures, which showed a consistent level in funding from…
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Reeves announces ‘Great British Summer Savings’ scheme for families – but it doesn’t touch childcare costs
Sarah Coles, head of personal finance at AJ Bell, says the government’s latest summer support measures may offer…
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Fidelity International’s default DC pension fund, FutureWise, surpasses £25 billion in AUM and unveils Private Markets Partner Network
Fidelity International today announces that FutureWise, its default investment strategy for UK-based workplace pension schemes, has surpassed £25 billion…
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Burnham, bonds and the battle for Labour’s future
Harry Woolman, global capital markets analyst at Validus Risk Management, examines the return of UK political instability after…
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Industry experts respond as HMRC releases 2024-25 EIS/SEIS figures
This morning, HMRC released the 2024-25 EIS and SEIS figures. The HMRC data shows that funding has remained consistent,…
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EIS, IHT and adviser opportunities in the new tax year
In this exclusive interview with Tax-Efficient Investment (TEI) Magazine, Christiana Stewart-Lockhart, Director General of the EIS Association, joins…
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The mortgage conversation has changed – networks must adapt
Matt Tristram, Co-Founder of Loans Warehouse, considers the implications of a more suitability-driven mortgage market. In a market…
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Compounding effect of IHT reforms prompting long-term residents to exit the UK
According to Marc Acheson, Global Wealth Specialist at Utmost, a leading provider of insurance-based wealth solutions, the UK is…
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Shepherds Friendly targets mortgage protection gap via Primis partnership
Shepherds Friendly has entered into an agreement that will see Primis Mortgage Network distribute the mutual society’s income…
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