Meg Bratley
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Royal London enhances Principle equity release product
Royal London today announces significant enhancements to its Principal equity release product, reinforcing its commitment to delivering long-term value, reliability, and increased…
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Key considerations for IFAs to support clients when exiting a family business
Written by Jane Ingleby, Partner (Family), and Ellie Milner, Partner (Private Client), Mills & Reeve As more baby boomer entrepreneurs prepare to…
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Supercharge your pension: Moneyfarm’s top tips to maximise your retirement savings
As the cost of living and retirement expenses continue to rise, Moneyfarm, one of Europe’s leading digital wealth managers, shares its essential…
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UK economic growth a ‘mirage’ as Q2 fails to keep up
With the release of the latest UK GDP figures, Lindsay James, investment strategist at Quilter provides further insight: “Today’s GDP figures show…
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Simplybiz strengthens business consultancy range with ongoing services proposition’
Simplybiz has announced the broadening of its business consultancy service with the addition of a new proposition designed to support advisers through…
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Leeds Reforms: compliance expert debunks wave of emerging myths
Following Rachel Reeves’ recent announcement of the Leeds Reforms, one financial compliance expert has warned financial services businesses not to misunderstand key…
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Rachel Reeves’ rumoured crackdown on gifting in order to increase IHT
The value of “gifts out of surplus income” rose 177% to £144 million in the 2023/24 tax year*, up from £52 million…
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4 in 5 advisers spending more time discussing implications of IHT on pensions
Incoming inheritance tax liability (IHT) on pensions is forcing change in how financial advisers spend their time and what they discuss with…
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Financial Ombudsman Service consults on changes to its case fees
The Financial Ombudsman Service is consulting on changing its case fee structure which would see businesses pay less for complaints which are…
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Rumoured lifetime gifting cap risks stifling intergenerational support and adding complexity to tax system
With many rumours circulating in the national media around the implementation of a cap on lifetime gifting, first reported by the Guardian, Rachael Griffin, tax and financial…
IFA Talk Mortage and Property is the new addition to the IFA Talk podcast family, where we discuss the latest topics relevant to Mortgage and Property professionals.
