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Guest insight: Marlborough’s Edward Kennedy compares MPS solutions, bespoke services and the spirit of co-existence with the world of Scotch Whisky
Written by Edward Kennedy, Head of Marlborough’s Personal Portfolio service As client needs grow more complex and regulatory scrutiny intensifies, advisers are…
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The rise of multi-asset investing: part 2 of Defaqto’s exclusive analysis
This is the 2nd part of the detailed analysis from Defaqto which was featured in our Multi-Asset Fund Insights publication, sponsored by…
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PFS announces £1million investment in talent initiatives for financial planning profession – 23 July 2025
At an event held in central London today (23 July 2025), Carla Brown, President of the Personal Finance Society (PFS), announced a…
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Investing in a complex world: Artemis’ Jack Holmes asks can complex alternatives help?
In an age of uncertainty and complexity, can the answer really be to keep things simple? In the following article, Jack Holmes,…
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Pension industry poised to shift focus from cost to value as ‘Pound for Pound’ initiative unveiled
Collaborative industry debate with Minister for Pensions, FCA, TPR, DWP and workplace pension providers to inform the forthcoming Value for Money consultation…
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Podcast #132: What’s next for VCTs after the sunset clause extension, with Chris Lewis, Chair of the Venture Capital Trust Association
In this episode of IFA Talk, Matt and Jenny discuss all things VCTs, following the extension of the sunset clause. Joining them…
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CGT Receipts: why it’s premature to say the chancellor’s tax hike has backfired – analysis by Charles Stanley
Written by Rob Morgan, Chief Investment Analyst at Charles Stanley Recent data shows CGT receipts on a declining trend – from nearly…
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UK finance buy-to-let mortgage market update for Q1 2025
UK Finance today releases its quarterly buy-to-let update for Q1 2025 examining key trends within the UK’s buy-to-let mortgage market. The highlights…
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Vanguard launches two new active bond funds
Vanguard today announced the launch of the Vanguard Global Core Bond Fund and the Vanguard Global Strategic Bond Fund. These funds join…
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St. James’s Place outlines how Gift Inter Vivos (GIV) insurance can help to minimise IHT bills
With the Government confirming yesterday that pension savings will be brought inside the inheritance tax (IHT) net from April 2027, more people’s…
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