Sue Whitbread
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Planning for exit – book your place at Gunner and Co.’s popular seminars
Do you know how to prepare your business for sale? Regardless of where your business is on its journey, Gunner & Co.’s…
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Going through changes – the impact of Budget changes on VCTs
Were the Budget changes actually bad news for VCT investors? Annabel Brodie-Smith of the AIC still sees very strong value for advisers’…
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GDPR workshops available to adviser firms
The new General Data Protection Regulation (GDPR), which is due to come into force on 25th May this year, requires companies to…
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Making the tax year-end less taxing for advisers – Les Cameron highlights some of the technical support facilities and resources which are available to advisers and paraplanners
As the financial planning profession gears up for its busiest time of year, there are many excellent resources available to help advisers…
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Better Business from Brett Davidson; do the right thing
Making sure you work with the right clients and setting proper limits on how much time you spend at work are the…
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How much regulation does it take to get all advisers treating customers fairly? A regulatory update from compliance consultantTony Catt
Whilst most adviser businesses already operate on a putting clients first basis, compliance consultant, Tony Catt, talks us through current relevant regulatory…
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Planet earth 2018 – Brian Tora assesses the state of the global economy
Don’t overdo the gloom, says Brian Tora, because the global economy in 2018 is still fundamentally strong. But do keep an eye…
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EIS – a new dawn? Mark Brownridge looks at what the Budget changes mean for advisers, planners and their clients
Mark Brownridge, Director General of EISA and formerly a financial planner himself sets out how the changes to EIS following Chancellor…
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On balance: weighing up ETFs against other options in portfolio management
When it comes to portfolio construction and asset allocation, which areas do ETFs tend to have the advantage? Peter Sleep, Senior Investment…
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The disruptive rise of crypto? Mike Wilson with all you need to know about this anonymous, untraceable and very popular asset.
Crypto-currency assets are fast approaching $1 trillion, says Michael Wilson. Anonymous, tax-untraceable and floating on a global bed of popular support. What…
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