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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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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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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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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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FCA mortgage review could drive fairer, more flexible lending
Michael Shand, Managing Principal at consultancy Capco, says the FCA’s mortgage rule review could unlock fairer access t…
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Women’s Rugby World Cup: female sports stars are earning more but must still plan for two retirements
As the Red Roses prepare for tomorrow’s semi-final match against France, women sports professionals are commanding highe…
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IHT receipts rise 5.7% year-on-year, expert reaction to HMRC data
Recent data released today by HM Revenue and Customs (HMRC) reveals that Inheritance Tax (IHT) receipts for the period A…
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Market Report: records in the US, riddles in the UK
Matt Britzman, senior equity analyst at Hargreaves Lansdown, discusses how UK markets edged higher despite mixed signals…
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Saffron unveils four new lending categories in biggest product refresh of the year
Saffron for Intermediaries has unveiled its most significant mortgage updates of the year, introducing four new lending…
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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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28 out of 39 SJP funds ‘failing’ – plus the rest of Sunday’s Money pages
The Sunday Times reports that more than two thirds of the funds managed by St James’s Place are failing, yet the company…
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Can the UK emulate the staggering Chinese recovery?
peter_IFAMAG reads Twitter so you don’t have to. Boris Johnson unveils the government’s back to work plan today. The announcement comes as…
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IFA M&A values showing immunity to pandemic
5 years ago the balance of firms coming to market for sale was very much weighted to single adviser retiree businesses –…
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EY credibility comes into question yet again..
peter_IFAMAG reads Twitter so you don’t have to. One of the UK’s ‘big four’ accountancy firms, EY, is embroiled in yet another…
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The critical importance of Private Company Valuations in the post-Covid world
Years of experience and expertise Hardman & Co has built up extensive experience across many industry sectors and evaluated businesses with a…
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Review of Capital Gains Tax
Chancellor Rishi Sunak has asked the Office of Tax Simplification to examine “the reliefs, exemptions and allowances which can apply, and the…
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Should the Bank of England publish CHAPS data daily?
peter_IFAMAG reads Twitter so you don’t have to. Joblessness in the UK set to outpace previous high of the 1980s, new data…
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CPI inflation rises for the first time in 2020 – to 0.6% in June
Laura Suter, personal finance analyst at investment platform AJ Bell, comments on the latest inflation figures from the Bank of England: “Inflation…
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Spotlight on the Dignity Promise
Dignity launched the Dignity Promise^ on 1st October 2019. This is a great enhancement to their range of Funeral Plans and makes…
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No Huawei in UK 5G network past 2027, but what does that mean for trade?
peter_IFAMAG reads Twitter so you don’t have to. New data from the OBR reveals the UK’s economic recovery has been ‘disappointing’. However…