Annie Gomes
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IHT on pensions will require a lot of give and spend
Tax year end is an extremely busy time for financial advisers, with a heavy focus on utilising various allowances before the opportunity…
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Mortgage Business Expo in Manchester 2025
Conversations are what keep the wheels of industry turning and with over 30 exhibitors, 800 attendees, 40 speakers in 11 CPD seminars there’s little opportunity…
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Unlocking opportunities in later life lending
A Q&A with Arif Kara, Business Development Manager at Family Building Society, exploring some of the innovative ways in which advisers can…
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BlackFinch Property: The pros and cons of modern modular builds
Written and created by BlackFinch Property, we are delighted to present ‘The pros and cons of modern modular builds’ whitepaper. Modular builds…
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Marcus Evans: Private Wealth Management Summit 2024
We are excited to announce that the Private Wealth Management Summit returns in June 10-12 at Encore Boston Harbor Boston, MA, USA!…
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Why is consumer behaviour so different when it comes to income protection?
The Exeter’s Jamie Page considers some of the reasons why people seem to overlook the need for income protection cover, especially with…
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Know the value of policy benefits and encourage clients to make the most of them
Know the value of policy benefits and encourage clients to make the most of them With the current waiting list and times…
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The Mortgage Lender: 19% of renters have put home ownership goals on hold
With raising rates and high inflation dominating the headlines over the past year, many renters are putting off their buying plans until…
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The Mortgage Lender: More than a quarter of adults with complex incomes have been denied a mortgage
28% of adults with non-typical income streams, including those who are self-employed, freelance, or work on zero-hours contracts, have had a mortgage…
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Why prioritising protection is more important than ever
Written by Greg Levine, Chief Operations and Growth Officer, Vitality The economic outlook for many in the UK might be gloomy, but…
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