Meg Bratley
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Hinckley & Rugby Building Society deploys AI policy assistant across internal teams
Hinckley & Rugby Building Society, who this year celebrates its 160th anniversary, has rolled out an artificial intelligence assistant (built by financial…
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HMRC ups its estimate for tax underpaid by wealthy individuals to £2.1billion – has been rising at 17% per annum over the last few years
New data out today shows the amount of tax that HMRC believe is either avoided or evaded by wealthy individuals has jumped…
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Tax gap steady at 5.3% but lowered allowances risk first-time taxpayers falling foul of the rules
If you are covering HMRC’s new tax gap data, please see the following comment from Rachael Griffin, tax and financial planning expert at Quilter:…
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Interest rate impact: savings rates swiftly slashed and mortgages on downward trend reports Moneyfacts
Mortgage rates continue their downward trend, and savings rates have been swiftly slashed in the aftermath of the Bank of England Base…
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Martin Reynolds awarded AMI fellowship
Martin Reynolds, CEO of Simplybiz Mortgages has been named as a recipient of the Association of Mortgage Intermediaries (AMI) Fellowship. The prestigious…
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AdvisoryAI launches Colin: the AI checking all documents are compliant in minutes
AdvisoryAI, award-winning AI platform for financial advisers, continues to lead innovation in faster delivery of compliant financial advice, with the launch of…
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A first home is not where the heart is: brits leave their first home after just 4.5 years
The average lifespan of a first home is just four and half years compared to eight years for a second or third…
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Emerging markets investment trusts benefitting from weak US dollar and rotation away from US
Emerging markets investment trusts are benefitting from significant tailwinds as investors reallocate some of their portfolios away from the US. Last week…
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Claire Trott, St. James’s Place, warns pension savers of scam risks ahead of pensions coming into IHT in 2027
As changes to inheritance tax rules loom, savers are growing increasingly uneasy about the future of their pensions. Claire Trott, Head of…
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Traditional payment methods vs. embedded payments in CRM systems – a modern mortgage perspective
Written by Paul Clarke, Chief Growth Officer at Cashflows The mortgage industry has grown increasingly complex and competitive, shaped by volatile house…
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.
