Sue Whitbread
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Intergen 2020: our exclusive chat with Nils Elmark about intergenerational planning and Generation Z
Investment platform Robinhood’s 13 million users have earned it a market cap of over $11 billion in its six-year existence. This is…
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Intergen 2020: we talk to Iona Bain about her keynote session on younger people and advice
2020 has seen a huge rise in the number of young people investing in stocks and shares ISAs. But how many…
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The legal lens: key issues on converting to LLP
Conversion to a Limited Liability Partnership (LLP), which often refers to a change in the legal form of an existing general partnership…
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What does an impact specialist think about the PM’s 10 point plan?
“Following on from recent announcements regarding mandatory TCFD reporting, clear taxonomy for the financial services sector active in this space, and a…
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Ending soon: Octopus VCTs early bird discounts
Have you got any clients who are interested in making a venture capital trust (VCT)investment? If so, there’s still time to…
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UK government seeks to stimulate the economy, go green and address regional inequality all in one plan
Prime Minister Boris Johnson has today set out his ten point plan for a green industrial revolution which, according to the government,…
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Intergen 2020: will Covid-19 change the way your advice business connects with clients in future?
Keeping your proposition relevant for today’s and tomorrow’s clients The rise of Covid has forced IFAs away from face to face meetings,…
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Wealth Club’s Alex Davies on why he believes the new Octopus Ventures EIS is a silver bullet for investors
With tax rises on the horizon, Alex Davies, CEO of Wealth Club, outlines why the launch of the new Octopus Ventures EIS…
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Octopus launches new Ventures EIS
Octopus Investments is launching a new Enterprise Investment Scheme (EIS) investing in UK smaller companies and early-stage tech enabled companies with high…
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IA publishes industry stance on tackling climate change
The IA’s Climate Change Position Paper has been published in full. It represents the stance of the UK’s £8.5 trillion investment management…
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