Meg Bratley
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Reforming Inheritance Tax – Kingsley Napley comment on IFS report
Commenting on the IFS report “Reforming Inheritance Tax” published today, James Ward, head of Private Client at Kingsley Napley LLP says: “The IFS makes an interesting…
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The role of mortgage advisers in an evolving regulatory landscape: analysis from finova’s Matt Harrison
Written by Matt Harrison, Sales Director – Broker Channel, finova As consumers, the rate at which technology has transformed our lives is…
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PIMFA calls for clarity on cold calling ban and public awareness campaign
PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, has urged HM Treasury (HMT) to…
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Claire Trott, Divisional Director – Retirement and Holistic Planning at St. James’s Place, comments on HMRC’s annual Private pension statistics
Claire Trott, Divisional Director – Retirement and Holistic Planning at St. James’s Place, comments on HMRC’s annual Private pension statistics: Pension contributions…
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Number of first-time buyers falls amid tougher housing market conditions: Halifax
The number of first-time buyers fell 22% between January and August this year, compared to the same period in 2022, according to…
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TCFD is dead, long live TCFD, ISSB, TNFD…FE fundinfo’s Mikkel Bates looks to the future for assessing climate change risks
Mikkel Bates, Regulation Manager, FE fundinfo attempts to cut through the jargon to try and help advisers and wealth managers to understand what…
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New HMRC figures show increasing impact of squeeze on pension tax relief – Steve Webb, LCP
Annual figures published this morning by HMRC show how the number of people caught by annual or lifetime limits on pension tax…
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Workplace Pension Providers achieve strongest ever performance in Benefits Guru’s 2023 workplace pension and auto-enrolment ratings
· Nine providers – including Aviva, Royal London and Scottish Widows achieve ‘overall gold’ awards for their workplace pension and auto enrolment offering…
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Halifax reports dramatic fall in first time buyers but are there enough incentives to encourage them to buy? Experts share their views
The number of first-time buyers fell 22% between January and August this year, compared to the same period in 2022, according to…
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Nucleus completes acquisition of Curtis Banks, creating £80bn adviser platform group
Nucleus Financial Platforms (Nucleus), one of the UK’s leading independent adviser platforms, is pleased to announce that its acquisition of the Curtis Banks…
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