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Advisers face surge in pensions and CGT queries from clients amid Budget uncertainty
Rachel Vahey, head of public policy at AJ Bell, comments: “The wait for Labour’s first Budget following July’s…
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Oakglen Wealth: Losing AIM tax benefits harms the life blood of investment
With around 15% of AIM liquidity coming from IHT fund solutions, Dominic Tayler, UK Managing Director at Oakglen…
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Future Growth Capital secures landmark approval for first UK-dedicated multi-asset LTAF
Future Growth Capital (FGC), the new private markets investment manager announced by Schroders plc and Phoenix Group in July,…
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ESG attitudes tracker: advisers and wealth managers give cautious welcome to FCA labels
The new FCA labels will increase trust in sustainability claims for most financial advisers and wealth managers, according…
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Tax threshold freeze could drag up to 1.5m pensioners into higher and additional rate tax by 2030
Jon Greer, head of retirement policy at Quilter comments on the rumours that Rachel Reeves may extend the…
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How advisers can protect their business against cyber threats – practical tips from Morningstar Wealth’s Simon Glover
In the following analysis, Simon Glover, Head of Data, Architecture & Cloud Infrastructure, EMEA, Morningstar Wealth, sets out…
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Navigating Retirement: The Nation’s Outlook on Financial Planning
According to data from life insurance and retirement specialists, LV=, 60% of adults surveyed in its Wealth and Wellbeing research programme, over…
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Mortgage product availability climbs, but borrowers yet to benefit from lower rates
CEO of Octane Capital, Jonathan Samuels, has highlighted that whilst we’re yet to see a significant benefit in mortgage…
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OMS enhances API Integration with Pepper Money
OMS, the technology-led enquiry-to-completion processing platform for intermediaries, has completed a major API upgrade with Pepper Money, enabling…
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Dudley Building Society launches new Five-Year fixed mortgage products across Residential, Buy-to-Let, Holiday Let, and Expat mortgages
As of today, Monday, 21st October 2024, Dudley Building Society has announced the launch of a range of…
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