Chloe Gronow
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![[UNS] tax](https://ifamagazine.com/wp-content/uploads/2024/11/getty-images-gA9N92x8Yko-unsplash.webp)
Over half of advised clients more worried about tax than a year ago, finds Wealthtime
New research from Wealthtime, the adviser platform business, reveals that tax anxiety is rising among advised clients, driven by confusion over rules…
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Onshore Bonds: a growing opportunity amid tax reform
When Chancellor Rachel Reeves concluded her Autumn 2024 Budget speech, having announced changes to Capital Gains Tax (CGT) and plans to bring…
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The value of not over-reacting to geopolitical turmoil
Duncan Lamont, Head of Strategic Research at Schroders, explains why selling equities during periods of geopolitical stress can be an expensive mistake.…
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DIY investors set on oil and energy after Middle East conflict
Two in five (40%) self-directed investors – or DIY investors, who actively choose their own investments – are looking to increase their…
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Rathbones strengthens in Scotland with senior appointment
Rathbones, has strengthened its presence in Scotland and Northern Ireland with the appointment of Bruce Saunderson as Senior Director of Wealth Planning,…
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Recovery rally as oil prices retreat from scorching levels
Susannah Streeter, Chief Investment Strategist at Wealth Club, assesses the easing of market stress as oil retreats from extreme highs after President…
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WealthAi and Stratiphy partner to deliver AI-driven portfolio solutions for asset managers and family offices
WealthAi, the first AI-driven operating system (OS) designed specifically for wealth managers, family offices and private banks, has partnered with wealth management…
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Iran conflict: what it means for personal finances and end of tax year planning
With the conflict in Iran driving oil prices above $100 a barrel for the first time since 2022, wealth management experts at Rathbones,…
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Impact of the high oil price sticking, rather than just spiking
Oil prices have surged as the Iran conflict threatens supply and, crucially, shipping through the Strait of Hormuz. It is the spot price of oil that…
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ISA season: six considerations for you and your clients
Every adviser knows ISA season. You don’t need reminding about allowances, deadlines or tax wrappers. That’s well-trodden ground. What’s arguably becoming more…
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