Jenny Hunter
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AJ Bell Investcentre launches a discretionary loan trust for advisers taking care of clients’ IHT and estate planning needs.
This comes following the launch of a discretionary gift trust and absolute gift trust for use with AJ Bell Investcentre General Investment Accounts (GIAs)…
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Millions missing out on tax relief as frozen thresholds push more into higher tax bands, according to Moneyfarm
Moneyfarm today issued new guidance to help UK taxpayers navigate the growing impact of frozen tax thresholds, particularly the higher rate (40%)…
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Charles Stanley give last minute tips for using ISA allowances – use it or lose it!
Rob Morgan, Chief Investment Analyst at Charles Stanley, part of Raymond James Wealth Management says ISAs are one of the simplest ways to…
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BoE cuts rates to 3.75% as inflation data shifts focus to 2026 – industry experts respond
The Bank of England has cut the base rate by 0.25% to 3.75%, a move that had been widely expected after recent…
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Bank of England cuts base rate to 3.75%: what it means for the mortgage and housing market in 2026
The Bank of England has cut the base rate below 4% for the first time since early 2023, a move that had…
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4admin is reshaping data gathering and the future of admin for advice firms
When we last caught up with 4admin back in August 2024, founder Arran Kingston was a one-man powerhouse building tools to simplify…
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Budget reaction, what is the effect on EIS and the VC market?
The headline is hugely positive for EIS as there will undoubtedly be more demand for EIS but a possible reduction in total…
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Paraplanners: lang cat’s State of The Advice Nation needs you!
We’re amidst Wave 8 of the State of the Advice Nation (SOTAN) surveying at the lang cat. Every year, we take the…
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Mind the advice gap – is technology the answer? Laura Cornely of Count Finance thinks so…
Almost 90% of adults in the UK don’t have access to financial advice, according to the FCA’s latest financial lives survey.[i] That’s…
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Rachel de Souza, RSM, talks about how to help clients to pass on wealth with purpose
Families are rethinking how, when and why they pass wealth on, not just because of tax headlines, but because priorities, relationships and…
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