As required by the MiFID II and IDD directives, any sustainability preferences of investors must be taken into account in the advisory process when assessing suitability for all their investment decisions from 2 August 2022. Data from FE fundinfo, the Fund Data and...
News
Flexibility needed from Spring Statement to tackle the cost-of-living crisis
The Spring Statement is due on 23 March. This is usually expected to be an update of forecasts with no real substantive changes. But if the government sits on its hands, it’ll miss an essential opportunity to ease the cost-of-living crisis. We also need to see...
Will looming CGT hikes diminish use of Jersey’s real estate structures?
By Trevor Norman, Director at VG Residential UK property asking prices are reported to have increased at their quickest pace since 2016 (The Business Times, 2022), a trend which some lenders are leveraging and reportedly lending up to seven times salary to exploit the...
EQ Investors creates fund to help people affected by the war in Ukraine
The war in Ukraine has created a humanitarian disaster. The UN has warned that the number of people fleeing the country may rise to 5 million in the coming weeks and months. In the UK over £100 million has already been raised by the Disasters Emergency Committee (DEC)...
Sign up to the IFA Magazine Newsletter
Inheritance tax receipts are £0.7 billion higher than last year
Commenting on inheritance tax receipts £0.7 billion higher than last year at £2.7 billion, Andrew Aldridge, Partner at Deepbridge Capital,...
Green Gilts: big splash or a drop in the ocean?
By Keith Balmer, BMO Global Asset Management Director and Portfolio Manager within the BMO GAM multi-asset investment team The Green...
Probate – Non contentious contention
By Simon Dawson, Chief Commercial Officer at Legacy Release The probate process is never easy; whilst dealing with the emotional stress of...
Mike Morrow talks The Openwork Partnership (part one)
In this video, Mike Morrow the Chief Commercial Officer for the Financial advice and investment network, The Openwork Partnership, sits...
New report urges reforms to give families better access to the digital assets of deceased loved ones
Research by STEP and Queen Mary University of London shows families need better support in accessing loved ones’ digital assets on death...
Don’t reinvent the wheel, just add another spoke
Invesco’s research suggests there is an opportunity for the investment industry to enhance their sustainability offering and differentiate...
OPBAS publishes report on progress and themes from 2020/21
The Office for Professional Body Anti-Money Laundering Supervision has released its latest report on progress made in tackling money...
Wealth manager veteran Alan Steel passes away aged 74
Alan Steel, consumer financial fair play crusader, regular financial press commentator and hugely successful financial adviser has died...
Over 1 million UK investors not on track with their financial plans post-pandemic, new research suggests
New research reveals 1 in 5 investors think it will take them five years or more to get their financial plans back on track. 1.3...
Oxford Capital appoints Stephen Hampson as Investment Director
Oxford Capital, the alternative investment manager has appointed Stephen Hampson to join the team as Investment Director. Stephen...
Just Group introduces medical underwriting on Lifetime Mortgage range
Just Group is introducing personalised interest rate and LTV options across its Just For You range of Lifetime Mortgages, raising the bar...
The “Gender confidence gap” is affecting UK savers’ ability to invest or save, according to TISA and EY research
New research published today by TISA and EY Seren reveals a significant ‘confidence gap’ affecting consumers’ ability to make long-term...
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.