Meg Bratley
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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…
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Quilter remains most recommended adviser platform but Aviva narrows gap
Quilter is the most recommended adviser platform by value for the first half of 2025, retaining its top spot for the second…
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The decent homes standard: what landlords need to know
Written by Allison Thompson, National Lettings Managing Director, Leaders Romans Group The Government is preparing to extend the Decent Homes Standard to…
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Want to make your summer holiday permanent? Don’t forget about your pension
Standard Life‘s Dean Butler answers key pension questions for those looking for something more long-lasting. Dean Butler, Managing Director for Retail Direct…
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Over 20 savings providers slash variable rates reports Moneyfacts
Less than a week since the Bank of England Base Rate cut, Moneyfactscompare.co.uk reveals more than 20 savings providers have slashed variable rates.…
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Mortgage compliance teams could become more important, not obsolete
Written by Dawid Kotur, CEO of Curvestone Nobody knows exactly how AI will reshape mortgage compliance, but here’s one compelling vision: Mortgage compliance…
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