News
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Choosing the right paraplanning solution
As more and more financial planning firms are recognising the importance of having an effective paraplanning process in place, Tracey Underwood,PACE Solutions,…
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FCA secures confiscation order totalling £291,070 against convicted fraudster
This confiscation order follows the FCA prosecution in which Mr Starling was sentenced to 5 years’ imprisonment for defrauding investors of just…
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How good are your business habits?
Even the best financial planning firms can benefit from a practical review of their business habits in pursuit of excellence. Brett Davidson,…
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Intergenerational planning
Helping clients to make effective plans to maximise the amount of their estate which is passed to their chosen beneficiaries after death…
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FCA to ban promotion of speculative mini-bonds to retail consumers
Ahead of the upcoming ISA season, the FCA is introducing the restriction without consultation, using its product intervention powers. The restriction will…
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10th VCT & EIS Investor Forum
Maybe the friendliest event of its type I’ve attended in many years, the 10th VCT & EIS Investor Forum at the Leonardo…
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The UK – not quite out of the woods yet
With under three weeks to go to the UK general election, it is looking increasingly likely that the Conservatives will be returned…
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Estate planning pitfalls:
Over half (54%) of IFAs say clients seek advice too late in the estate planning process 14% say clients fail to go…
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Sunday’s Money pages..
*Highlight text, right click and hit “search google” for more info on any of the featured topics* The Sunday Times leads with…
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