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Trending Articles
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Mortgage and Property, Podcasts
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best suppo…
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Panic at the Budget, is tax-free cash at risk?
As Budget speculation swirls once again, rumours of a cap on the 25% tax-free lump sum have sparked concern among pensio…
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Income Protection Action Week: why affordable income protection is vital amid rising accident-related disabilities
Exclusives, Insurance and Protection
As Income Protection Action Week reaches its second day, National Friendly highlights the growing concerns among clients…
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Calling for a radical rethink: why Britain needs bold action on debt and inequality | David Macdonald, Path Financial
David Macdonald, expert financial planner at Path Financial, examines the fiscal crossroads facing Rachel Reeves. With m…
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Royal London announces £61m BPA transaction with the Stora Enso UK Group Pension Scheme
Royal London, the UK’s largest mutual life, pensions and investment provider, has completed a bulk purchase annuity (BPA…
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Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth’s Steve Coleman and Steve Owen
Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In t…
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Why the protection gap isn’t closing – Legal & General
Exclusives, Insurance and Protection
Written by Vanessa Sallows, Claims & Governance Director, Group Protection, L&G The majority of the UK’s workin…
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Use of regulated advice by pension dippers is heading lower, latest FCA data reveals
Fewer people are taking regulated advice before accessing their pensions, with only 31% doing so in 2024-25. Just Group…
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Five tips for property investors juggling multiple incomes, by a tax expert
Exclusives, Mortgage and Property
Many property investors and landlords are balancing invoices and incomes from multiple sources. While this can mean grea…
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Increasingly clients taking tax free cash to gift to younger generations
Nick Nesbitt, Head of Private Client at Forvis Mazars, warns that while more savers are tapping tax-free pension cash to…
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Relief for tax-efficient investors including EIS and VCTs following today’s budget | Reaction
With the raft of measures introduced in today’s budget, tax-efficient investors have been expressing some relief to hear the Chancellor retain her…
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Confirmation British ISA is scrapped is prudent but attention needs to turn to UK’s cash saving problem – Quilter’s Rachael Griffin
Written by Rachael Griffin, tax and financial planning expert at Quilter Rachel Reeves’ confirmation that the British ISA will not go ahead…
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What does today’s budget speech mean for mortgage & property markets? Experts react to main take-aways
With so much speculation doing the rounds ahead of Chancellor Rachel Reeves first budget today, mortgage and property professionals have had much…
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Budget burden placed squarely on businesses as growth risks becoming anaemic once again says Quilter’s Lindsay James
Lindsay James, investment strategist at Quilter Investors evaluates the economic impact of today’s budget and the potential reaction of financial markets. She…
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‘Painful’ choices revealed in Reeves’ first budget statement | Industry reacts to headline measures announced
After all the speculation ahead of today’s eagerly-awaited budget, the statement delivered by Chancellor Rachel Reeves to MPs in the House of…
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M&G Wealth’s Les Cameron shares his main budget takeaways
Commenting on the budget statement revealed this afternoon, Les Cameron, head of technical at M&G Wealth, has shared with his key takeaways…
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Pension changes in budget give advisers plenty to think about | Reaction from across the industry
Much speculation had been doing the rounds in the run up to today’s budget statement from Chancellor Rachel Reeves. As a result,…
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National Insurance hit on employers is ‘a major setback’ to hopes of progress on Britain’s undersaving crisis – Pension improvements risk being stuck ‘in the slow lane’ – Steve Webb LCP
The hike in employer pension contributions announced in today’s Budget represents a ‘major setback’ to hopes of tackling Britain’s pensions undersaving crisis,…
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What a Trump presidency would mean for markets
By John Plassard, senior investment specialist at Mirabaud Group Donald Trump, the 45th President of the United States, is the Republican candidate…
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More than half of IFAs question Labour’s competency
A new survey reveals that 53% of Independent Financial Advisors (IFAs) doubt the current Labour government’s competency, signalling widespread concern over its…
