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Trending Articles
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Mortgage & Property experts respond to the latest HMRC property transactions data
Following the release of the latest HMRC property transaction figures, we hear from a range of experts, who have shared…
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Deepbridge Capital and RSM UK launch Autumn Tax Planning Masterclass series
Venture capital investment manager Deepbridge Capital is pleased to announce the launch of its Autumn 2025 Tax Planning…
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Advisers trapped by traditional marketing tactics and tight budgets, Unbiased study shows
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphi…
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Summer of legal shakeups: what financial planners need to know
Business and Development, Exclusives
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how…
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Consumer Duty has not shortened the small print; financial T&Cs remain as long as classic novels two years on
Two years since the Financial Conduct Authority’s (FCA) Consumer Duty came into force, and Fairer Finance’s latest analy…
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Fidelity International: Why gold’s long-term case is stronger than ever
Despite sharp gains, gold continues to play a key role in portfolios, backed by resilient demand, policy uncertainty and…
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Moneyfacts: Why are mortgage rates climbing again?
Mortgage rates have started to creep up again despite a recent cut in the Bank of England’s base rate, as rising swap ra…
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Skillcast: Why the Leeds Reforms make training a C-Suite responsibility
When the Chancellor stood up in Leeds to announce her reforms, the headlines honed in on “cutting red tape”. But, unlike…
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Evelyn Partners: AUM and asset flows update for the six months ended 30 June 2025
Evelyn Partners reveal that they generated £3.7 billion of gross new assets in H1 2025, with AUM reaching an all-time hi…
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Carlyle to acquire intelliflo from Invesco
Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced t…
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IFAs might be underestimating appetite for investments that balance growth and positive environmental impact
Almost half of British adults want their IFA to recommend products that balance growth and positive impact on the environment, compared with…
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How VCTs Will Weather The Brexit Storm
Small companies are better able to deal with Brexit blows and the industry remains confident of the opportunities on offer Brexit has…
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Stellar launches industry-first ‘all inclusive’ inheritance tax service
Stellar, the estate-planning specialist asset manager, has launched what it believes to be the first ‘all inclusive’ inheritance tax planning service…
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deVere CEO acquires UAE wealth adviser
Nigel Green, the CEO of independent financial advisory firm deVere Group, has acquired Credence International, a UAE-based wealth management and advisory company.…
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Information Is King When It Comes To VCTs
Due diligence around VCTs does not need to be more difficult than a more general fund but advisers must really focus on…
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Velocity EIS Technology Fund 5 awarded MJ Hudson Trustmark
The Velocity EIS Technology Fund 5 has successfully completed MJ Hudson Allenbridge’s independent investment evaluation process and has been awarded the…
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Four reasons why financial advisors should consider EIS
The next four weeks are critical for those looking to invest in Enterprise Investment Schemes (EIS) – with capital preservation EIS…
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Deal flow and deployment for IFA’s considering S/EIS investment
Co-founder of Worth Capital Matthew Cushen discusses deal flow and deployment for IFA’s considering S/EIS investment in the coming weeks. Our approach…
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Fairstone completes acquisition of Pensions and Wealth Management Services
Chartered financial planning firm Fairstone has completed the acquisition of Pensions and Wealth Management Services. The acquisition was part of Fairstone’s proprietary…
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Over €80bn languishing in sub-scale investment funds
European asset managers are leaving open a large number of funds, which are lying dormant and delivering poor investor outcomes. So says…