Exclusives
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Agricultural Property Relief: Strategic Planning for Financial Advisers and Wealth Managers from Chris Walklett, Bishop Fleming
Agricultural Property Relief (APR) has long been a cornerstone of the UK’s inheritance tax (IHT) framework, providing significant relief for those involved…
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Chartering new paths – expanding the career potential of paraplanners
When we talk about careers in financial planning, paraplanners don’t always get the spotlight. For all the value they bring, paraplanners have…
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Tax year 25/26: What advisers should shine a light on with clients…
We brought you pre-end-of-tax year advice, and now it’s time to look forward past the 6th of April and toward new planning…
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Global Markets, Sentiment Shifts, and Smarter Investing – with Charles Younes, FE fundinfo
In a world where markets seem to pivot on headlines and political rhetoric, staying ahead of the curve is no easy feat.…
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Why holding too much cash could be costing more than you think, according to AJ Bell’s Laura Suter
Cash savings feel safe. That’s the main reason so many people default to them, even when history shows that investing provides significantly…
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AI show down: Is ChatGPT or Copilot the better adviser’s assistant?
AI is rapidly transforming financial services, with tools like ChatGPT and Copilot promising to streamline processes, improve insights, and enhance efficiency. But…
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Guest insight | FCA’s record-breaking year of fines: how can companies stay compliant?
With FCA fines soaring to a record £176 million in 2024—a staggering 230% increase from the previous year—financial firms face mounting pressure…
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The democratisation of finance: Novia Global’s Linda Johnstone asks which platform deserves your vote?
The concept of democracy extends beyond politics—it is reshaping financial services too. Investment platforms should be at the forefront of this shift,…
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The three Rs of investing: Truly Independent’s Katie Brinsden offers a lesson for another volatile year
As we brace ourselves for ‘Liberation’ Day US tariff announcements later today, market turbulence looks set to continue. In these uncertain times,…
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Why AI is the future of client reporting for advisers | Collidr’s Patrick Jones explains
AI-driven tools can automate performance reporting, market commentaries, and client reviews—saving time, reducing costs, and enhancing the client experience. In the following…
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