News
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Are you ready for the Senior Managers & Certification Regime?
The clock is ticking ahead of the 9th December implementation date for this FCA ruling. But how ready are you? Compliance consultant…
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Advisers lukewarm over Office of Tax Simplification’s IHT recommendations
Despite reducing complexity, the series of recommendations made by the Office of Tax Simplification (OTS) for updating and simplifying Inheritance Tax (IHT)…
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Platform cost comparison tool launched
Lime Outsourced Paraplanning director and owner Rebecca Lucas has launched an online interactive tool which allows adviser firms to quickly and accurately…
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Labour manifesto – the potential impact on people’s finances and long term savings
Labour has today published its election manifesto with plenty of proposals that could have a big impact on people’s finances and long…
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Getting up to speed with EIS and BR: free ‘Plan to Grow’ event with EISA December 5th
EISA is the official trade body for the Enterprise Investment Scheme. It is a not-for-profit organisation whose principal goal is to help…
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“Oh no – not another label!”
“Oh, no” was my first reaction when I was confronted with the recently launched UK initiative from the UK’s Investment Association called…
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Paraplanning in practice
Increasingly, paraplanning is being seen by large numbers of professionals across the UK as a career choice in its own right. Given…
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FCA fines Henderson £1.9m for fund failings
The Financial Conduct Authority has fined Henderson Investment Funds Limited £1,867,900 for failing to treat fairly more than 4,500 retail investors in…
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Use of EIS consistent among financial advisers despite rule changes
A survey of financial advisers on Enterprise Investment Schemes has found that the level of use has been consistent despite concern that…
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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* Sunday’s Money sections The…
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