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Major life events and milestones: The prompts that lead 12.5m UK adults to seek financial advice or guidance
Major life events or milestones are the biggest prompts for people to seek financial advice or guidance, a…
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LCP: ‘Major milestone reached in battle for pension justice for married women’, says Steve Webb
A long-running battle for justice for tens of thousands of married women pensioners has this week reached a…
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Women and wealth transfer: Benchmark’s Gillian Hepburn brings fresh insight on the risks and opportunities for advisers
In this analysis, Gillian Hepburn, Commercial Director at Benchmark, reflects on fascinating research which was recently carried out…
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Annual Greening Finance Prize – Oxford University announces winners
The University of Oxford has today announced the winners of the ‘Insight Investment – University of Oxford Prize…
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MPS sales slowed in first half of 2024, finds new ISS MI research
Model portfolio sales in the UK financial adviser channel slowed during the first half of 2024 as the…
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Guest Insight: Novia Global’s Linda Johnstone is on the quest for clarity when it comes to financial literacy
Like many of us, Linda Johnstone (pictured), Head of Investment Proposition at international platform Novia Global, is a firm…
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Discover more about TIME:AIM, an award-winning IHT planning service
TIME:AIM is an Inheritance Tax (IHT) planning service which invests in a portfolio of Business Relief (BR) qualifying…
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Multi-asset solutions in the spotlight | IFA 132 | October 2024
Financial advice professionals are only too familiar with the importance of finding appropriate solutions to all sorts of…
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3 multi-asset funds that can help with future CGT management | HL’s Hal Cook
Chancellor Rachel Reeves is set to deliver her first – and much anticipated – Budget speech on October…
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YouGov poll shows public opposition to IHT increases remains strong even amongst Labour voters in 2024 election
Expect exemptions to be targeted in October Budget says Kingsley Napley, so estate planning is crucial A YouGov…
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