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Trending Articles
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Cutting through the regulatory red tape | IFAM 141 | September 2025
It’s hard to believe, but Consumer Duty has now hit its second birthday. And like any two-year-old, it’s keeping adviser…
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Over a third of employers directly fund support for employees with a new illness or injury case by case (GRiD research)
GRiD, the industry body for the group risk sector, has found that over a third (36%) of employers fund support for a new…
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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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Invesco: As interest rates fall, savers looking for income could turn to investment trusts
In August, the Bank of England cut interest rates by 0.25% – the fifth reduction since July 2024. As rates trend lower…
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Eleos life launches first AI co-pilot in life insurance
Eleos Life is launching Theea, the first AI-powered digital co-pilot designed specifically for life insurance. Theea del…
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New Issues of NS&I’s 1-year fixed-term Bonds
New Issues of NS&I’s 1-year fixed-term Guaranteed Growth Bonds (GGB) and Guaranteed Income Bonds (GIB) have gone on…
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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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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…