IFAM 127 | Not if, but when | April 2024
Not if, but when… Spring finally seems to have arrived! Since our last edition, we have had the Spring Budget and the Bank of England (BoE) rate announcement to name but a few important landmarks. This has kept us, like all of you I am sure, quite busy over the last...
Santander UK reduces selected fixed mortgage rates for new business by up to 0.21%
Santander UK has today made reductions to selected fixed rates for new business across its purchase, remortgage, and buy-to-let range. The full list of new rates can be found online here. Examples of the residential purchase rate changes...
Why strength lies in differences, not in similarities
A powerful Q&A with Rose St. Louis, Protection Director at Lloyds Banking Group, highlighting why boosting DEI initiatives within financial services is good for all. Over the last three decades, the financial sector has undergone somewhat of an evolution regarding...
Mortgage defaults expected to surge by 22% over next 12 months
Analysis of ten of the UK’s largest specialist mortgage lenders shows Expected Credit Loss (ECL) is predicted to hit £760m as mortgage holders set to struggle with repayments. Seven of the top specialist mortgage lenders are expecting more than a 10% increase in...
Fixed Income in the News
ECB: Sentiment on growth in Europe could be poor for bond market
Following the latest ECB interest rate decision announced today that they are leaving rates unchanged for now Nick Chatters, Fixed Income Investment Manager at Aegon Asset Management has shared his thoughts on what this means for the markets - and bond markets in...
Hargreaves Lansdown: What’s been the reaction from the Gilt Market to the Budget?
Hal Cook, senior investment analyst at Hargreaves Lansdown, comments on the Chancellor's Spring Budget, and the impact it has had on gilt yields: “Gilt yields increased slightly ahead of the speech but during and after moved back broadly to where they started the day....
Crossing the Rubicon: CGAM’s Emma Moriarty shares her thoughts on the global bond market
Analysis from Emma Moriarty, Investment Manager at CGAM This time last year some of the major Western economies were facing conflicting monetary and fiscal policy stances as they confronted elevated inflation. Governments and central banks had “one foot on the...
More Latest News
Why ARs should have their network CEO’s mobile number
By Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) One of the crucial elements in winning the trust of ARs is being approachable....
MorganAsh publishes vulnerability checklist to help firms meet Consumer Duty requirements
MorganAsh, a support services provider to financial services and the utilities sector, has published a 10-point checklist to help firms in...
Almost half (45%) of UK homebuyers would consider using an ethical finance provider that follows Islamic principles, finds Gatehouse Bank
Gatehouse Bank, a Shariah-compliant UK challenger bank, has published new data revealing that nearly half (45%) of UK homebuyers would...
Don’t hold off for better mortgage rates in the near future warns Continuum
Many homeowners and homebuyers are holding off on committing to a new fixed interest mortgage rate, hoping for rates to decrease in the...
Later life lending stands at a crossroads as 28% of advisers seek products which bridge mainstream and later life needs – Air
Air, the leading later-life lending platform, has today launched its inaugural Comprehensive Conversations Report, detailing the...
MorganAsh publishes vulnerability checklist to help firms meet Consumer Duty requirements
MorganAsh has today published a 10-point checklist to help firms in meeting the vulnerability requirements of Consumer Duty. It follows...
Later life lending stands at a crossroads as 28% of advisers seek products which bridge mainstream and later life needs – Air
Air, the leading later-life lending platform, has today launched its inaugural Comprehensive Conversations Report, detailing the...
MorganAsh publishes vulnerability checklist to help firms meet Consumer Duty requirements
MorganAsh has today published a 10-point checklist to help firms in meeting the vulnerability requirements of Consumer Duty. It follows...
Two in five UK employees would take a willing pay cut for better benefits
Two in five (40%) UK employees would choose a job that offers a lower salary, but generous employee benefits (i.e. income protection,...
Clients increasingly turn to advisers because of HMRC helpline delays, Investec Wealth & Investment research shows
Half of financial adviser clients seeking tax help say HMRC helpline problems is a key reason But help with retirement planning is...
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IFA Magazine
IFA Magazine’s March edition -Taxing Times – is live now
The latest edition of IFA Magazine is live now. For many advisers and their teams, March mainly means one thing – the rush for the line as the end of the tax year comes into view. As the silly season kicks in, advisers and their teams are at their very busiest...
GBI Magazine
GBI 43 | The changing landscape of inheritance tax | March 2024
Hello, and welcome to the second issue of GBI Magazine for 2024! As we move ever closer to the tax year end, we’ve got another jam-packed magazine to keep you up to date on the latest developments. This issue features several exclusive interviews, plus the latest news...
Latest Reports
Inheritance Tax Solutions including Business Property Relief and AIM Investment (IHT/BPR/AIM)| Annual Report 2024
Welcome to the Inheritance Tax Solutions (IHT/BPR/AIM) Research Report 2024, the fourth in our series of focused reports on the tax-efficient sector for this year. By some measures you could argue that Inheritance Tax (IHT) isn’t such a big deal. IHT receipts comprise...
Trending articles
Don’t hold off for better mortgage rates in the near future warns Continuum
Many homeowners and homebuyers are holding off on committing to a new fixed interest mortgage rate, hoping for rates to decrease in the near...
IFAM 127 | Not if, but when | April 2024
Not if, but when… Spring finally seems to have arrived! Since our last edition, we have had the Spring Budget and the Bank of England (BoE)...
Woodford investors receive first redress payments from £230 million scheme
Investors in the fund formerly known as the Woodford Equity Income Fund are set to receive £185.7 million as Link Fund Solution issues the f...
Conflict of interest judgment could have lasting implications for professional deputies
The long-awaited ruling by the Senior Judge of the Court of Protection around the appointment of in-house investment managers to act on beha...
Why strength lies in differences, not in similarities
Business and Development, Insurance and Protection
A powerful Q&A with Rose St. Louis, Protection Director at Lloyds Banking Group, highlighting why boosting DEI initiatives within financ...
How to Gain Income Tax Relief This Year While Also Backing Britain
Investors navigating the complex landscape of wealth management often seek avenues that not only offer lucrative returns but also come with...
Santander UK reduces selected fixed mortgage rates for new business by up to 0.21%
Santander UK has today made reductions to selected fixed rates for new business across its purchase, remortgage, and buy-to-let range. The f...
Invesco joins the ACT Alliance as a partner of City Hive pledging to build back trust for the investment management industry through transparency
As part of their commitment to transparency and accountability, Invesco is proud to announce its partnership with City Hive and has joined t...
Debt Awareness Week: 1 in 6 Brits say they’ve hidden debt from their partner
New research reveals 1 in 6 (17%) Brits say they’ve hidden debt from their partner ahead of Debt Awareness Week 2024. There comes a po...
Growthdeck: Recent HMRC report ‘a ringing endorsement’ for Enterprise Investment Scheme – helped 88% of companies that used the scheme to grow
A new HMRC report demonstrates the huge positive impact the Government’s flagship Enterprise Investment Scheme (EIS) has had on funding for...