Sue Whitbread
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Is platform financial and operational strength now of even greater importance in platform due diligence?
Financial strength was a factor for advisers when selecting their existing platforms, but its importance jumps when asked which factor would lead…
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Intergen 2020 insights: Sam Jermy – what does the future hold for Inheritance Tax?
With Government debt levels at record highs, it seems inevitable that tax rises in some form are on the way. Ahead of…
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The Oxford/ Astrazeneca vaccine benefit nobody is reporting
The Oxford/Astrazeneca press release issued today had two headlines, the first reported that ‘Two different dosing regimes demonstrated efficacy with one…
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PIMFA sets out priorities for the future as it updates member manifesto
PIMFA, the trade association for the wealth management and financial advice industry, has updated its Members’ Manifesto < following industry developments…
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Millennials driving high net worth parents and grandparents in a shift to sustainable investing
Seven in 10 among older wealthy generations say the millennial generation is leading their family towards more sustainable investing Four in…
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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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