Sue Whitbread
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Frozen IHT thresholds will impact twice as many clients as the pensions Lifetime Allowance, say IFAs
One in three (31%) clients are likely to be affected by the frozen inheritance tax (IHT) thresholds, according to a survey of…
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Groundbreaking new information hub dedicated to adviser software as Ian McKenna expands FTRC proposition
FTRC website, advisersoftware.com has launched its dedicated information hub to provide advisers with free access to in-depth levels of information on…
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@IntellifloLtd CEO Nick Eatock explains the challenges of #GDPR for advisers three years on
The EU General Data Protection Regulation, or GDPR, came into effect in the UK on 25 May 2018, introducing new rules around…
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@The SundayTimes rates @OPWPartnership as one of the UK’s best places to work
Financial advice and investment network, The Openwork Partnership, has been rated one of the UK’s best places to work for the third…
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@SJPWealth partners with @CareSourcer to support clients’ long-term care needs
St. James’s Place (SJP) has announced that it has partnered with Care Sourcer, the UK’s first comparison and matching site for care,…
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@FEFundinfo – financial advisers report boom during lockdown in 2020
Despite lockdown and unprecedented market volatility, financial advisers reported a boom in demand for their services throughout 2020. With greater use of…
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#IFA @FurnleyHouse partners with Willsow to provide ‘plantable’ books to thank Leicester school for charity drive
Furnley House, a leading Leicestershire independent financial adviser, is partnering with another local firm Willsow, to provide plantable children’s books to…
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@RoyalMintUK Physical #Gold ETC announces responsible sourcing verification as part of #ESG credentials
Latest audit confirmed 100% of gold bars are compliant with LBMA responsible sourcing programme RMAU has set the aim of 100%…
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HMRC splashes a quarter of a million training staff to be hackers
HM Revenue & Customs has spent £262,251 on cyber security training for its staff over the two most recent financial years,…
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@Intellifloltd reaches $1trillion assets serviced in first quarter
intelliflo has announced that it has over US$1 trillion (£706bn) in assets serviced on its platforms, a significant milestone reached in the…
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