Sue Whitbread
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Number of reclaims for overpaid tax on pensions breaks half a million barrier – “how much longer will this go on?” asks Steve Webb
New figures published today by HMRC reveal that the total number of claims for overpaid tax on pension withdrawals has now gone…
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Guest Insight | Time to regulate? JB Beckett asks is it time to reset the clock?
We’ve been here before but this time we’re older and apparently none the wiser about regulatory matters. In this, his latest blog…
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Legal expert assesses the implications of draft legislation on APR and BPR and what it means for your clients
The Government’s long-awaited draft legislation on Agricultural Property Relief (APR) and Business Property Relief (BPR) confirms a seismic shift in how succession…
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NS&I increases interest rate for 1-year fixed-term guaranteed growth and income Bonds
NS&I has reported today that new Issues of its 1-year fixed-term Guaranteed Growth Bonds and Guaranteed Income Bonds have gone on sale…
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Advisers sharply divided on smoothed funds new NextWealth research finds
35% of advisers use smoothed funds for new client money but cost and transparency barriers persist finds latest NextWealth data A new…
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Inflation rises again in June, clouding the outlook for advisers, for interest rates and client portfolios: reaction
The ONS has reported today that UK CPI inflation came in hotter than expected at 3.6% in June, up from 3.4% last…
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Inflation uplift throws mortgage market into fresh uncertainty: but could a rate cut still be coming? Industry reaction
Mortgage advisers and property investors are facing fresh questions after the news that UK CPI inflation unexpectedly ticked higher in June, casting…
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Inflation spike is a worry for consumers, businesses and the Bank of England – AJ Bell
Given the news today that inflation has crept up to 3.6% in June after coming in at 3.4% in May, there’s plenty…
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Managing the FCA’s latest data request – intelliflo’s Richard Wake shares practical tips for advice firms
As the FCA issues a sweeping new data request to advice firms across the UK, Richard Wake, Chief Operating Officer at intelliflo,…
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Guest insight | Acuity Knowledge Partners’ Devireddy highlights how tech is reshaping asset management due diligence
In this analysis, Sailaja Devireddy, Global Head of Financial Marketing Services, Acuity Knowledge Partners, looks at digital due diligence platforms – the…
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