Sue Whitbread
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Fund manager view| Is your clients’ ‘gilty’ pleasure becoming unhealthy? Artemis’ Stephen Snowden
For many investors it seems, gilts have become the new ‘gilty’ pleasure. But as record numbers of retail buyers pile into long-dated…
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Trusts demystified | Octopus Legacy’s Sam Grice highlight how they work and why they matter
As advisers will know only too well, trusts can be powerful tools for protecting families and managing wealth. But they are often…
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Why resilience is a strategic asset for advice firms, not a soft skill | Jenny Segal
Resilience isn’t just about grit or ‘toughing it out’, it’s a core strategic asset that drives productivity, retention and long-term business performance.…
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HMRC’s “big data” tax investigation system brings in extra £4.6bn tax in 2024/5 says Pinsent Masons as tax payers face ‘far greater scrutiny’
HMRC’s big data tax investigation system “Connect” has delivered a £4.6bn boost to the Treasury in the past year, a 35% surge…
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Luxury Engagements, luxury weddings, and… luxury divorces? Legal insight for advisers on supporting UHNW clients
Recent news of celebrity engagements – including that of Taylor Swift’s engagement to Travis Kelce – shines a spotlight on the intertwining…
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Interest rate preview: QT may be scaled back to stabilise the gilt market says AJ Bell’s Khalaf
Markets now think we won’t get a UK rate cut this year says AJ Bell’s Laith Khalaf (pictured), as he shares his…
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Savers face pressure as average returns stay negative says Moneyfacts
Savings rates remain under sustained pressure, with average returns continuing to lag inflation despite a wide choice of products in the market.…
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Across thin ice: What Sir Ranulph Fiennes can teach investors about risk and decision-making | Fund manager insight from Marlborough’s Edward Kennedy
What can investors learn from the world’s greatest living explorer? In this guest blog for IFA Magazine, Edward Kennedy, Head of Marlborough’s…
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‘Fears over Budget tax changes and new pensions IHT rules lead to surge in people accessing the biggest pension pots’ – Steve Webb, LCP
New figures out today from the FCA show that in the 12 months to March 2025 there was a surge in people…
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Date set for major UK Autumn Budget as Chancellor faces pressure on spending and tax
The Government has announced this morning that Chancellor of the Exchequer Rachel Reeves will deliver the UK Budget on Wednesday 26th November…
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