By Hugh Elwes, managing director at Stephens; the opinions expressed in this article are those of the author As markets continue to digest the effects of the crisis in Ukraine and the ongoing pandemic recovery, fresh momentum in wealth management M&A is occurring....
News
Firms still failing to capture information on vulnerable customers – MorganAsh’s Andrew Gething on FCA findings
Financial and business professionals to unite in fight against climate change at leading sustainability event
6 key pension and personal finance ‘dates for your diary’ in the second half of 2022
New STEP publication shows how circular economy principles can provide a new approach for wealth- and business-owning families
A new book, Circular Economy Principles for Family Business and Wealth Stewardship, has today been published by STEP, a global professional body that helps families plan for their futures. In this new publication, authors Philip Marcovici, Kenneth T Goh and Iraj...
Climate and investment reporting: TPR statement
The Department for Work and Pensions published their consultation response Climate and investment reporting: setting expectations and empowering savers. David Fairs, TPR’s Executive Director of Regulatory Policy, Analysis and Advice, said: “We welcome these new...
Housing market supply-demand starts to rebalance as remarkable buyer and seller confidence prevailsÂ
A remarkable level of buyer and seller confidence in the housing market prevailed in May, despite considerable headwinds including soaring inflation and another interest rate hike by the Bank of England. Against this backdrop, evidence is emerging of a rise in the...
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Mazars’ George Lagarias: “‘Cancelling’ Russia will be expensive”
George Lagarias, Chief Economist at Mazars, comments: “Developed markets mean to behave as if Russia simply does not exist anymore....
Enterprise Investment Schemes (EIS) | Annual Report 2022
Welcome to our Annual Report 2022 on EIS and SEIS investments. This year we commissioned Tony Catt, the leading compliance expert, to...
Value of UK PE deals by HNWs doubles in past year to reach £2.3bn – the highest in a decade
The value of UK private equity deals* undertaken by High-Net Worth individuals (HNWs) has hit the highest level in a decade, almost...
A question of inflation
As UK inflation soars to a 30 year high, IFA Magazine’s Peter Wilson talks to Aviva’s Jean-Paul Grenade about how and why today’s...
#IWD2022: Women much more likely than men to call in sick due to feeling burnt out
More than 10 million workers in the UK have called in sick as a result of feeling burnt out, according to new findings from MetLife UK. As...
o2h Human Health Knowledge Intensive EIS
We asked tax expert Chris Lee, founder of Fiscability, to provide some further background around the advantages of investing into EIS...
Opportunities For Deployment By Tax Year End: o2h Ventures
As we approach Tax Year End we know that this is everyone’s busiest time in the tax efficient space. As advisers you don’t want to miss...
#IWD2022: Top pension tips for the end of the tax year
By Jessica List, Pension Technical Manager at Curtis Banks and featured as part of our International Women's Day coverage throughout this...
#IWD2022: How a new generation of employee benefits is impacting female equality in the workplace
By Max Landry, co-CEO and co-founder, Peppy This article is featured as part of our International Women's Day coverage which we're running...
UK property market goes down the rabbit hole
There’s surreal and there’s the UK property market, which takes surreal to a whole new level. Imagine Dali, on angel dust.The Halifax...
How and why NS&I is unique
NS&I might be best known amongst advisers as the organisation behind Premium Bonds. However, as Andrew Pike, Head of Intermediary...
Podcast: Why the Russian invasion of Ukraine underscores the need for (Green) Energy Independence
In this episode we spoke to Randeep Somel, the Fund Manager of M&G's Climate Solutions Fund, about the Green Energy transition, and...
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