Fixed Income in the News
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Podcast #58: IHT planning, PETs and the importance of gift cover – with financial adviser, Jonathan Morris
On this latest IFA Talk Podcast, we’re talking IHT planning, but with particular focus on the importance of Gift Cover – and…
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New pension stats point to why Hunt had to overhaul annual and lifetime allowances
Jon Greer, head of retirement policy at Quilter comments on the private pension statistics from HMRC, Jon’s comment can be seen below: Annual and…
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Chartered financial planning firm Wade Financial joins Foster Denovo
Foster Denovo, the multi-award-winning national financial advisory firm, has agreed to acquire Newcastle-based financial planning firm Wade Financial. Wade Financial is a…
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Cleantech for UK invites unique early-stage investment house to join
Cleantech for UK, a coalition designed to lead the policy debate for climate change investment, has invited Green Angel Ventures to join…
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Reforming Inheritance Tax – Kingsley Napley comment on IFS report
Commenting on the IFS report “Reforming Inheritance Tax” published today, James Ward, head of Private Client at Kingsley Napley LLP says: “The IFS makes an interesting…
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Old Mill strengthens Wealth Management team recruiting Tim Blowers from Evelyn Partners
Financial experts Old Mill have appointed Chartered Financial Planner Tim Blowers to the Wealth Management team. Tim, who lives in Keynsham with his wife Helena and…
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The role of mortgage advisers in an evolving regulatory landscape: analysis from finova’s Matt Harrison
Written by Matt Harrison, Sales Director – Broker Channel, finova As consumers, the rate at which technology has transformed our lives is…
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PIMFA calls for clarity on cold calling ban and public awareness campaign
PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, has urged HM Treasury (HMT) to…
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Claire Trott, Divisional Director – Retirement and Holistic Planning at St. James’s Place, comments on HMRC’s annual Private pension statistics
Claire Trott, Divisional Director – Retirement and Holistic Planning at St. James’s Place, comments on HMRC’s annual Private pension statistics: Pension contributions…
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Parmenion launches Flexi ISA to bring more versatile tax-efficient investing to advisers and their clients
Parmenion announces it has transformed its leading ISA product into a Flexi ISA to give advisers and their clients more ways to…
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