Jenny Hunter
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Introducing six newly Chartered corporate firms with the CII
Six insurance and financial planning firms have achieved Chartered Insurance Institute (CII) Chartered status in the first quarter of 2025. Chartered status…
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State of confusion: Half of UK adults in the dark about the State Pension according to Standard Life
There is a widespread lack of awareness around the state pension, with many adults unsure of how much they will receive and…
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Dentists’ Provident 2024 annual report shows continued strong performance
The 2024 annual report from Dentists’ Provident, a leading income protection provider for dental professionals, shows that the Society continues to perform…
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Air enhances its commitment to adviser support with app launch
Market-leading later life lending platform Air is further enhancing its commitment to adviser support with the launch of the Air App, exclusively…
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Family Investment Companies come of age! ~ David Batchelor, Wills & Trusts Partnership Ltd, shares an often overlooked estate and IHT solution
The October Budget turned Inheritance Tax (IHT) on its head. Any client that had an IHT liability probably had it increased significantly…
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Steady hands and clear plans to support clients through financial planning shifts
Whether it’s inheritance tax reform creeping closer, pensions losing their once-sacred place outside the estate, or market ups and downs making clients…
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Ten years on from pension freedoms: what have we learned? Fidelity digs into the data…
It feels like a lifetime ago now, but April 2015 marked a truly seismic shift in the retirement planning landscape. Pension freedoms…
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Making sense of the model portfolio maze – with Sam Buckingham at Buckingham Research
For financial advisers, the landscape of investment propositions has never been more complex. With regulation ramping up and client expectations evolving, many…
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Agricultural Property Relief: Strategic Planning for Financial Advisers and Wealth Managers from Chris Walklett, Bishop Fleming
Agricultural Property Relief (APR) has long been a cornerstone of the UK’s inheritance tax (IHT) framework, providing significant relief for those involved…
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The Price of Freedom? While most value Pensions Freedoms, many worry about their long-term financial security according to Standard Life
As the ten-year anniversary of the introduction of Pension Freedoms approaches, new research from Standard Life, part of Phoenix Group, finds that while…
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