Meg Bratley
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Royal London comments on the rise of finfluencers
Following news this week that the FCA is taking action against finfluencers who may be illegally promoting financial products, Sarah Pennells, consumer finance specialist at…
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Readers’ thoughts on factors defining the tax-efficient investment space
GBI Magazine is back with the latest discussion on the influential topics defining and impacting the tax-efficient investment space. We once again…
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Investment Perspectives – drawing lessons from recent volatility: M&G Investments
By Fabiana Fedeli, CIO, Equities, Multi-Asset and Sustainability, M&G Investments If we needed another reminder that nothing should be taken for granted…
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No eleventh-hour reprieve for chancellor in latest public sector borrowing figures
Danni Hewson, AJ Bell head of financial analysis, comments on the latest public sector finances: “If government finances were following the script of a…
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Advisers face surge in pensions and CGT queries from clients amid Budget uncertainty
Rachel Vahey, head of public policy at AJ Bell, comments: “The wait for Labour’s first Budget following July’s election has felt almost…
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Future Growth Capital secures landmark approval for first UK-dedicated multi-asset LTAF
Future Growth Capital (FGC), the new private markets investment manager announced by Schroders plc and Phoenix Group in July, today announces that regulatory…
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ESG attitudes tracker: advisers and wealth managers give cautious welcome to FCA labels
The new FCA labels will increase trust in sustainability claims for most financial advisers and wealth managers, according to the annual ESG Attitudes…
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Tax threshold freeze could drag up to 1.5m pensioners into higher and additional rate tax by 2030
Jon Greer, head of retirement policy at Quilter comments on the rumours that Rachel Reeves may extend the income tax threshold freeze…
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How advisers can protect their business against cyber threats – practical tips from Morningstar Wealth’s Simon Glover
In the following analysis, Simon Glover, Head of Data, Architecture & Cloud Infrastructure, EMEA, Morningstar Wealth, sets out some of the key…
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Only two weeks to go until the October 31st paper self-assessment deadline – Tips from accountancy firm HW Fisher
The deadline for individuals choosing to complete their self-assessment via post is midnight 31st October. With the deadline for postal self-assessments now…
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