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June’s Case Study – Clients with overseas inheritance
If your clients hold funds in GBP or a foreign currency, they may turn to you for guidance…
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New CPD-qualifying IHT resources
For professional advisers and paraplanners only. Not to be relied upon by retail clients. New CPD from Octopus…
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New CPD-qualifying IHT resources
Top up your CPD hours For professional advisers and paraplanners only. Not to be relied upon by…
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CoInvestor partners with custodians to deliver straight through digital applications for tax-efficient investing
CoInvestor, the platform digitising the alternative sector for financial advisers, direct investors and fund managers has significantly streamlined…
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Vala backs Pirkx
Vala have announced an investment into Pirkx, an employee benefits platform designed for the changing world of work…
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Advocate webinar series Episode 1 – “EIS: State of Play” a massive hit with advisers
Hundreds of IFAs across the country joined the debate as industry luminaries got together to lay out their…
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Dame Elizabeth Gloster’s Independent Investigation into FCA Delayed
peter_IFAMAG reads Twitter so you don’t have to. As Andrew Bailey tells lenders to prepare for No Deal…
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Ingenious | UK care provision: Covid-19’s spotlight
Has the pandemic stimulated positive change? Yes. This pandemic has shone a light on the importance of the…
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Advocate webinar series Episode 1 – “EIS: State of Play” a massive hit with advisers
GBI Magazine’s inaugural Advocate webinar chaired by Mark Brownridge, Director General of EISA Hundreds of IFAs across the…
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Insurance Doctor. Professional indemnity: important renewal advice
Should I approach more than one broker? This is a very good question. Your broker should be clear…
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