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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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Hargreaves Lansdown snubs Fundsmith
peter_IFAMAG reads Twitter so you don’t have to. Fundsmith boss responds to company’s absence from Hargreaves Lansdown’s top buy list. Excess mortality…
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Examples of the Network Effect
As part of the initial screening, Par contacted a member of the Investor Network who had significant experience in this sector, having…
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Everything you always wanted to know around the IHT space
We recently hosted a wide-ranging webinar which was a fund manager-free zone; chaired by Mark Brownridge, Director General of EISA, Ewoud Karelse…
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How Alan’s adviser helped with his IHT liability
For professional advisers only Meet Alan. He sold his business in the last three years. It had an unintended consequence: his daughters…
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Not all funeral plans are created equal
A funeral plan is a promise to deliver a funeral in the future. However, not all funeral plan providers, or funeral plans,…
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Wealth Shortlist and Fund Finder now live
The new Wealth Shortlist has 68 funds with increased transparency and improved fund updates. Hargreaves Lansdown have also: Enhanced their selection criteria – focusing on…
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UK government plans to raise £275bn through bond sales by August
peter_IFAMAG reads Twitter so you don’t have to. The UK government will issue a record £275bn bonds this year. China moves from tenth…
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Sunday’s Money pages
The Sunday Times exposes the £50bn Prufund, a collection of investments run by M&G, which slashed predicted payouts by up to 40% while share prices boomed. They…
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Coping with bereavement administration
Co-op has launched a free bereavement service to help families deal with a late loved one’s affairs amidst the Coronavirus outbreak in…
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MP’s put FCA under the microscope
peter_IFAMAG reads Twitter so you don’t have to. The fallout from the Wirecard fraud scandal continues today as MP’s call for further…