Sue Whitbread
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Budget changes to APR and BPR – tax expert explains what advisers need to know
In the November Budget, Chancellor Rachel Reeves announced her intention to make significant changes to APR and BPR, which has generated a…
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Welcome to 2025! A very Happy New Year to all our readers
Now that 2025 is here and before we look forward to everything that it has in store for us, I just wanted…
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Opportunities in UK equities in 2025 – Copia Capital’s Pete Wasko
Reflecting on the ups and downs of markets in 2024 and sharing his outlook for 2025, Pete Wasko, Senior Portfolio Manager, Copia…
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Embracing ‘calling in healthy’: the rising trend set to revolutionise annual leave in 2025
Given our busy work/life schedules, we’re all too familiar with ‘calling in sick’. But the team at Instant Offices have noted a…
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Single savers face extra costs and anxiety in the race to retirement
Over half (52%) of UK adults not in a long-term relationship say the financial pressure to meet retirement goals as a single…
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Festive greetings to all our readers
Whether you’re celebrating Christmas Day today or not, I wanted to take a moment to wish you a season of joy, peace,…
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Hopes of an interest rate cut fade as UK inflation rises for 2nd month in a row: Reaction and analysis from across the industry
The ONS has announced today that for the month of November, UK inflation has risen to 2.6%. The rise, which was up…
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New ESG tool launched by abrdn to help advisers’ tackle sustainable investment challenges
abrdn has launched a new fully integrated ESG Hub on its wrap platform to enable advisers to plan, review and analyse client…
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A year in review; Comentis’ Richard Farr looks at financial vulnerability in 2024 and takes a look ahead to 2025
As 2024 draws to a close, sharing his latest thinking with us, Richard Farr, Non-Executive Director at duty of care assessment company…
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The FCA’s 5-year strategy: tackling financial crime and building consumer trust. Analysis from Shoosmith’s Vipond
Brendon Vipond, dispute resolution adviser at leading law firm, Shoosmiths, examines the details of the regulator’s plans and shares his view on…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
