Sue Whitbread
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HMRC: Further delays to the upgrading of the Trust Registration Service
HMRC have announced further IT delays to the upgrading of the Trust Registration Service (TRS). This will result in the date by…
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PIMFA welcomes continued relaxation of 10% rule and consultation on permanent change
PIMFA has welcomed the announcement today (19 March) from the Financial Conduct Authority (FCA) that it is extending the relaxation of the…
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Should we prepare for rising inflation? M&G’s Jim Leaviss shares his thinking
Jim Leaviss, CIO of public fixed income at M&G Investments, outlines his thinking on the prospects for inflation and why he is…
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Analysis: can a ‘rising green tide’ lift all boats?
Stephanie Kelly, Senior Political Economist at Aberdeen Standard Investments, discusses what the major energy transition means for poorer communities, climate policy and…
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Scottish Mortgage IT’s James Anderson to retire from Baillie Gifford
Smooth transition to Slater, team approach and long handover period should minimise investors’ concern After nearly four decades at Baillie Gifford, it’s…
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End of tax-year planning with EIS: join Octopus Ventures’ webinar today at 11am
For professional advisers and paraplanners only. Not to be relied upon by retail investors. If you’re considering EIS for some of your…
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Strong synergy is clear as Paradigm Norton announces two further acquisitions
Congratulations go to multi award-winning financial planning firm, Paradigm Norton. which has just announced that that it has completed two further acquisitions…
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Investing in UK Smaller Companies via EIS: join Octopus Ventures’ webinar Thursday 18 March
For professional advisers and paraplanners only. Not to be relied upon by retail investors. If you’re considering EIS for some of your…
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Covid-19 has created a more ‘money savvy’ generation – research reveals
35% of people vow to be better at budgeting since the pandemic hit Toluna’s ‘Understanding the 2021 Consumer’ Global Barometer Study is…
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AIC reports 94% of adviser clients satisfied with VCT experience as fundraising season ramps up
More than nine in ten (94%) adviser clients are satisfied with their experience of venture capital trusts (VCTs), according to new research…

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