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Opportunity and risk | GBI 44 | March 2024
Hello, and welcome to the third issue of GBI Magazine this year. Tax year-end is now firmly in…
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Lifetime Allowance: How the transitional tax-free amount certificate can make a big difference
As we approach the new tax year, Justin Corliss, Senior Pensions Development Manager at Royal London, explores the upcoming changes…
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How often should you ask for client feedback?
Written by Jess Rushton, Head of Business Development, Smart Money People I’m sure Prince William knew that the…
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London rents continue to fall in February
Latest data from estate agency Chestertons reveals a 125% increase in the number of landlords choosing to reduce…
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Flagstone receives £108 million investment from Estancia Capital Partners
Flagstone, the UK’s leading cash deposit platform, has announced a £108 million ($138 million) equity investment by Estancia Capital…
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EXCLUSIVE: Hawksmoor IM’s Ian Woolley outlines their approach to AIM-based BR estate planning
In the next instalment in our series of exclusive interviews with industry experts, Ian Woolley, Head of AIM Services…
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Aegon: Consumer Duty raises challenges for British ISA
Aegon questions how providers of the Chancellor’s proposed British ISA will prove this meets FCA Consumer Duty requirements.…
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Validpath appoints Rory Jackson as network development manager
ValidPath, the network for independent financial advisers, has announced the appointment of Rory Jackson as Network Development Manager…
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Parents earning £75,000 could gain £16,000 in Child Benefit payments and leave themselves £170,000 better off in retirement under new rules
New analysis from Quilter, the financial adviser, highlights the significant impact of the Child Benefit changes in the…
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A quarter of women would be frustrated if they couldn’t retire by 60
Almost a quarter (23%) of women in their 20s (aged 22-29 years old) would be frustrated if they…
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