Exclusives
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Budgets, taxes and portfolios: what advisers should keep in mind – Aubrey Capital Management
Written by Anna Macdonald, CFA, Investment Manager, Aubrey Capital Management The UK’s next budget will not be delivered until 26 November, the…
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Calling for a radical rethink: why Britain needs bold action on debt and inequality | David Macdonald, Path Financial
David Macdonald, expert financial planner at Path Financial, examines the fiscal crossroads facing Rachel Reeves. With mounting debt, rising pensions costs, and…
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How the failure to prevent fraud offence brings fresh compliance risk to the UK’s financial advice | Ted Datta, Moody’s
In this piece from Moody’s, Ted explains how the UK’s new Failure to Prevent Fraud (FTPF) law extends liability to advisers, planners,…
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Income Protection Action Week: why affordable income protection is vital amid rising accident-related disabilities
As Income Protection Action Week reaches its second day, National Friendly highlights the growing concerns among clients about the financial fallout from…
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Inheritance Tax and Pensions: a gear change for financial planning?
From April 2027, pensions will fall into the IHT regime in one of the biggest estate planning shifts in years. Harriet Betteridge,…
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Advising UHNW clients on life insurance & estate liquidity
Written by Jacob Fay, Associate at John Lamb Hill Oldridge Advisors working with high-net-worth and ultra-high-net-worth clients in the UK are operating…
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Income Protection Action Week: making protection a priority, not an afterthought
As we observe Income Protection Action Week, held by the Income Protection Task Force it’s a timely reminder of a crucial yet…
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Five tips for property investors juggling multiple incomes, by a tax expert
Many property investors and landlords are balancing invoices and incomes from multiple sources. While this can mean greater financial security and freedom,…
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Weight-loss drugs: a breakthrough the protection industry can’t ignore
With 1.5m Britons now using injections to lose weight and a further NHS rollout on the cards, we must consider their potential…
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Why every client needs a will – and how advisers can guide the conversation | Jonathan Foster, Wilsons Solicitors
The reality is that wills are not just for the wealthy. There are many reasons why clients of all ages and life…
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