For advisers and paraplanners only, not to be relied upon by retail investors. Tax receipts are on the rise. HMRC collected an extra £729 million over the past year in inheritance tax receipts, the largest single-year increase in five years.[1]The amount being paid...
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Sustainable Finance in the aftermath of COP26
London Climate Action Week 2022 takes place from 25th June with its aim to harness the power of London for global climate action. Reset Connect’s Pippy Stephenson highlights some of the challenges faced by the financial sector as well as why it is so important for us...
Further shift towards modelling tools over the fixed rate method to determine ‘safe’ income drawdown rates
When advising on income drawdown, half of advisers (51%) use modelling tools, an increase from 38% the previous year. There has been a further decline in use of the fixed rate method, with a quarter (26%) of advisers using this method, down from 37% the previous year...
Almost half (48%) of UK risk experts have regulatory concerns about the year ahead
Over a quarter (26%) of UK respondents expect bribery and corruption risks for their company to increase in 2022. The primary factor driving risk is the impact of remote working and decentralised management, highlighted by 38% of respondents. The main areas of...
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Brooks Macdonald partners with Dame Kelly Holmes Trust to celebrate 30th anniversary
Brooks Macdonald Group plc, a leading wealth manager with £17.3 billion in funds under management, today announces its partnership with...
David Roberts announces retirement after 34-year career
David Roberts is to retire from fund management in August. This comes after a career of managing fixed income funds and investment teams...
Invesco, Hawksmoor and Royal London amongst latest partners to join Fintel’s Managed Distribution Service as group expands its offering
Fintel, the UK's leading fintech and support services business, has announced that Invesco, Hawksmoor and Royal London are amongst further...
PIMCO: View from the investment committee with Dan Ivascyn, PIMCO’s Group CIO Â
With so much uncertainty in markets, PIMCO's Dan Ivascyn(pictured) shares the group's thinking on today's challenging conditions and the...
M&G plc acquires investment management firm TCF Investment
M&G plc has announced the acquisition of investment manager TCF Investment (TCF) to become a provider of model portfolio services. ...
Stephen Kavanagh to retire as Chief Executive of Chase de Vere and take up Chairman role
Chase de Vere, the national firm of Independent Financial Advisers, has announced that Stephen Kavanagh will retire as Chief Executive of...
Tilney Smith & Williamson announces support for the Task Force on Climate-related Financial Disclosures
Tilney Smith & Williamson, the leading wealth management and professional services group, has declared its support for the Task Force...
Opportunities for deployment by tax year end
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...
TruNarrative appointed by Suffolk Building Society to digitalise mortgage customer onboarding and prevent financial crime
TruNarrative, a regtech platform in the financial crime and compliance sector and part of LexisNexis® Risk Solutions, has been appointed...
Seventure Partners announces first closing of BlueForwardFund™
Seventure Partners, one of Europe’s leaders in financing innovation and a world-leader in life science microbiome investment, under the...
Wealth Wizards strengthens Executive team to accelerate growth ambitions
Wealth Wizards have announced the appointment of two new members to their Executive team. Mark Kiddell joins as Chief Commercial Officer...
Property experts on ONS House Price data: “lack of stock is borderline cruel”
In this blog for IFA Magazine, 10 property experts share their views on the ONS December HPI published this morning. Ian Hewett, founder...
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