Dan Wills
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Tailored Models: The perfect response to Consumer Duty
By Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Advisers will be increasingly familiar with two of the central tenets of the…
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Using Smoothed With Profits to help deliver effective financial planning solutions for clients
This is the fourth in our series of case studies designed to show how Wesleyan’s smoothed With Profits Growth Fund could help…
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How do advisory businesses build long term sale value from non-serviced clients?
Recent developments in UK financial regulation have without doubt caused issues and challenges for advisors and clients alike. With the introduction…
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Revealing the results of the ‘EIS on trial’ webinar as experts give their verdict
GBI Magazine recently hosted a one-of-a-kind “EIS on trial Webinar” in an attempt to uncover advisers’ true feelings about the investment scheme…
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Launching our EQ Positive Impact report for 2023
EQ Investors is proud to unveil its seventh annual Positive Impact report. London: 20 November 2023 – EQ Investors (EQ), the B…
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Extended EIS Sunset Clause: Will Investors Seize the Opportunity?
Sarah Barber, Chief Executive Officer at Jenson Funding Partners It’s a welcomed move that the Chancellor has extended the EIS sunset clause…
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IFAs can invest in EIS product specifically for IFAs at 20% discount – deadline mid-December
A new launch, offering IFAs the chance to increase the value of their business, serve orphaned clients and benefit from pre-approved HMRC EIS…
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Advisers are looking for a solution to unprofitable or orphaned clients, are you?
Developments in UK financial regulation have created an Advice Gap In recent years, changes in regulation have meant that many financial advisers…
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Spotting clients that could benefit from tax-efficient investments
For professional advisers and paraplanners only. Not to be relied upon by retail investors. By Octopus Investments Beyond pensions and ISAs, how…
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THRIFT, SEIS/EIS Companies to Watch
As we enter the season for tax-efficient investment planning, here at GBI Magazine we are showcasing the most innovative and ground-breaking companies…
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