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Aegon backs Advice Guidance Boundary Review targeted support proposals
Responding to the Treasury / FCA Discussion Paper on the Advice Guidance Boundary Review (which closes today), Aegon…
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Podcast #74. What advisers need to know about gifts when IHT planning: With M&G Wealth’s Cat McInally
IHT planning is always a key focus area for advisers – but it can be complicated. Advising clients…
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Advisers see increased demand for gilts amid surge in gilt-related queries
Research carried out by AJ Bell reveals advisers saw a substantial increase in the number of gilt-related queries…
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SJP welcomes the FCA and HM Treasury consultation paper on the future of targeted support and simplified advice
St. James’s Place (SJP) welcomes the FCA and HM Treasury consultation on the ‘Advice Guidance Boundary Review’ to…
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Shortage of IFAs and wealth managers unlikely to improve, according to new study
One in five (19%) of UK adults with stock market related investments have struggled to find an IFA,…
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Property investors bullish for the year ahead despite lingering challenges
UK property investors are optimistic for the year ahead, even in the face of persistent economic and regulatory…
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Two in five aspiring first-time buyers put off buying a home after seeing the difficulties others face
The painful experience of securing a mortgage is deterring two in five aspiring first-time buyers (42%) from pursuing…
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New Flex tracker mortgage offers flexibility for HTB’s property investors
Hampshire Trust Bank (HTB) has launched the ‘Flex’ tracker mortgage, the market’s latest tracker product with flexibility built in. …
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PIMFA raises concerns about proposed public announcements of potential enforcement action against firms by FCA
In a statement released this afternoon, PIMFA has raised serious concerns about the impact of making public possible…
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OnePlanetCapital: Can EIS help you find opportunities within your client book?
The Enterprise Investment Scheme (EIS) is an often overlooked tax wrapper within the tax planning toolbox. Usually the…
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