Investments & Savings
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Friday newspaper round-up: Partygate, consumer confidence, Shanghai lockdown, Twitter, Brexit checks
Boris Johnson was forced to submit to a third investigation over lockdown parties yesterday after facing a “revolt” by junior ministers who…
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Mitigating rising inheritance tax – the need for an effective estate planning solution
Anne Slater-Brooks, Senior Business Development Manager at Triple Point While the recent Spring Statement brought in a variety of tax changes, its…
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Nordic Capital to acquire Ascot Lloyd, one of UK’s leading financial advisers, from Oaktree
Nordic Capital, a leading European private equity investor, has signed an agreement to acquire Ascot Lloyd, one of the UK’s largest and…
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How EIS can be used to support clients’ tax planning needs
Jessica Franks, Head of Retail Investment Products at Octopus Investments, talks through a client planning scenario to highlight how an adviser can…
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Tomorrow is #WorldEarthDay: IFA Magazine to shine our very own green spotlight
Tomorrow, 22nd April, we’re celebrating World Earth Day 2022 with its powerful theme of #investinourplanet. Here at IFA Magazine, we believe…
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Five ways IFAs can look after their mental health and spot vulnerable clients
Tim Farmer, Co-founder and Clinical Director at Comentis, has highlighted practical ways in which advisers can not only protect their own mental…
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Thursday newspaper round-up: Rail strike, Thames Water, Tesla, mortgages
More than 40,000 railway workers are to be balloted in a dispute over jobs and pay that a union says could result…
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SJP: Financially vulnerable clients to be supported with tools from Comentis and MorganAsh
St. James’s Place (SJP) has today announced new tools, from Comentis and MorganAsh, are available to its partners to help them identify…
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Automatic enrolment sends the numbers saving for retirement booming…but millions sleepwalking towards retirement disaster
Automatic enrolment has driven a surge in the number of people saving for retirement, new official data confirms (Employee workplace pensions in…
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ONS employee workplace pensions report: “not enough to defuse pensions time bomb” say advisers
Following the ONS report on employee workplace pensions published this morning, experts from EQ Financial Planning and The Orchard Practice share their…
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