Investments & Savings
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How fresh perspective can help future-proof your business
By Julie Jouault, Senior Experience Designer at Wilson Fletcher In a world where adaptability is critical, exposing yourself to different perspectives is…
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Wednesday newspaper round-up: Covid loan fraud, Brexit costs, tax rises, Tesla, TalkTV
Suitcases filled with cash from taxpayer-backed Covid loans were seized at the border as people tried to smuggle them out of the…
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Just two out of five people have planned for inflation in retirement
Inflation ‘proofing’ techniques include relying on the State Pension and company pensions keeping pace Those who have not planned say recent rise…
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Novia and Wealthtime to be unified under Wealthtime group brand
Anacap-owned platforms Novia and Wealthtime are to be unified under a single group brand Wealthtime. The decision to rebrand is the final…
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Curtis Banks comments on the latest parliamentary research briefing on the reform of pension tax relief
Jessica List, Pensions Technical Manager at Curtis Banks, comments on the latest parliamentary research briefing on the reform of pension tax relief.…
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Top 10 stories to remember after an eventful first quarter
After an exceptional 2021, the first quarter of 2022 has been an emotional and difficult one for investors. Russia’s invasion of Ukraine,…
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Phoenix Insights response to the DWP’s State Pension Age Independent Review
Catherine Foot, Director of longevity think tank Phoenix Insights, part of Phoenix Group, comments: “The state pension is a hugely important and…
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Don’t let the Chancellor’s political woes deter you from seeking the best for your non-dom clients – Paul Fairbairn
The publicity around Ms Murthy’s status as a ‘non-dom’ has once again shone a light on the tax treatment of non-doms. Despite…
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Benchmark Academy delivers on aim to build next generation of Chartered Financial Planners
Benchmark Capital launched the Benchmark Academy in January 2022. The Academy is a dedicated resource which will help build successful careers in…
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Why the recent Philip v Barclays Bank CoP judgment has consequences for IFAs – legal commentary
The Court of Appeal’s decision in Philip v Barclays Bank is one which all financial advisers should note with interest. The case…
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