Fixed Income in the News
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Stuart Coombe, Partner at Old Mill, shares his journey from paraplanner to partner
What does it really take to grow from a paraplanner into a partner at a thriving wealth management firm? For Stuart Coombe,…
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Copia Capital: Why it is paying to take the long view in 2025
It’s been an eventful year so far, defined by bouts of instability. Despite this, asset classes across the board are largely in…
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HSBC AM announces final close of Vision VC and PE strategies following strong global investor demand
HSBC Asset Management (HSBC AM) has announced the final close of its Vision Venture Capital (VC) 2024 and Vision Private Equity (PE)…
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Simplybiz strengthens business consultancy range with ongoing services proposition’
Simplybiz has announced the broadening of its business consultancy service with the addition of a new proposition designed to support advisers through…
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Leeds Reforms: compliance expert debunks wave of emerging myths
Following Rachel Reeves’ recent announcement of the Leeds Reforms, one financial compliance expert has warned financial services businesses not to misunderstand key…
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Rachel Reeves’ rumoured crackdown on gifting in order to increase IHT
The value of “gifts out of surplus income” rose 177% to £144 million in the 2023/24 tax year*, up from £52 million…
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Podcast #135: Making the most of your first client meeting with Melissa Kidd, Director, Speaker and Soft Skills Specialist
In this week’s episode of IFA Talk, we’re shining a spotlight on one of the most important and often overlooked parts of…
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4 in 5 advisers spending more time discussing implications of IHT on pensions
Incoming inheritance tax liability (IHT) on pensions is forcing change in how financial advisers spend their time and what they discuss with…
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Financial Ombudsman Service consults on changes to its case fees
The Financial Ombudsman Service is consulting on changing its case fee structure which would see businesses pay less for complaints which are…
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Rumoured lifetime gifting cap risks stifling intergenerational support and adding complexity to tax system
With many rumours circulating in the national media around the implementation of a cap on lifetime gifting, first reported by the Guardian, Rachael Griffin, tax and financial…
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