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A new era for VCTs amid budget tax changes
Post-budget tax reforms and frozen allowances are reshaping investor sentiment, driving interest in Venture Capital Trusts. Offering tax-efficient…
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Generative AI within Dynamic Planner
Dynamic Planner unveils 2025 developments set to transform financial advice with support for smartphone fact finding, data driven…
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Podcast #108: Three ways IFAs can enhance their advisory portfolios – with Collidr’s Symon Stickney
Many financial advisers are turning to outsourced investment solutions—but for those who prefer to keep full control in-house,…
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IFAs increasingly concerned about tax changes following Autumn Budget
Independent financial advisers (IFAs) are increasingly concerned about tax changes, according to research and insight agency Opinium’s latest IFA Barometer,…
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Greatest choice of low deposit mortgages since 2020
Moneyfacts UK Mortgage Trends Treasury Report data reveals the availability of deals at 95% loan-to-value rose to its highest…
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“Couples can also benefit from the marriage allowance, which reduces the tax bill by up to £1,037.50 per year, especially if one spouse annually earns less than £12,570″
Ahead of Valentine’s Day (14th February), Eleanor Levy, CCO of now:pensions, comments: “It’s often said that the key to a successful marriage…
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3 in 4 employees have worked while physically or mentally unable to perform their duties, study reveals
According to a new study, the continued stigma surrounding sick leave and health-related discussions in UK workplaces is…
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Moneyfarm launches highly competitive 4.70% Cash ISA
Moneyfarm, the European digital wealth manager, has announced the launch of a competitive, easy access Cash ISA, designed…
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The journey of a Venture Capital Trust and the Octopus Future Generations VCT
For professional advisers only. Not to be relied upon by retail clients. The journey of a Venture Capital…
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Santander sees mortgage applications surge as buyers rush to beat April stamp duty deadline
Santander UK has reported it saw a 130% increase in mortgage applications in Q4 2024 compared to Q4…
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