Long read
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Why HNW individuals should not delay a financial settlement in divorce: legal commentary
Divorce is already a difficult situation with all of the emotional weight as well as if one or more parties is a…
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Lifetime allowance legislation remains incomplete as HMRC set to make ‘retrospective’ changes after April
HMRC has confirmed today that it intends to issue a second set of regulations changing the legislation on the lifetime allowance abolition…
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How to position for geopolitical shocks in 2024: latest analysis from State Street Global Advisors
State Street Global Advisors have released their latest report today entitled ‘How to position for geopolitical shocks in 2024’. It’s one in…
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Six tax changes arriving on 6 April that earners, savers and investors need to be aware of
The dust has settled from the Budget and time is running very short for households to take steps on their tax liabilities for…
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Why strength lies in differences, not in similarities
A powerful Q&A with Rose St. Louis, Protection Director at Lloyds Banking Group, highlighting why boosting DEI initiatives within financial services is…
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MorganAsh publishes vulnerability checklist to help firms meet Consumer Duty requirements
MorganAsh has today published a 10-point checklist to help firms in meeting the vulnerability requirements of Consumer Duty. It follows the recent…
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Why suitable advice requires cashflow modelling: practical tips from Defaqto’s Richard Hulbert
Following last week’s ‘Dear CEO’ letter from the FCA on income in retirement, Richard Hulbert, Insight Consultant, at Defaqto, reminds us of the…
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BlackRock is UK’s top performing fund brand, according to 2024 Broadridge Fund Brand 50 Report
BlackRock maintains top position in Broadridge’s Fund Brand 50 global asset manager rankings, but ESG runs into trouble in Europe The latest…
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Are leading brands about to have their Taylor Swift moment? Artemis’ Ramachandran examines ‘Swiftonomics’ in context of Chinese tourists
For centuries, the return of the common swift to the UK in mid-to-late spring has heralded the approach of brighter days to…
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Government ‘plays for time’ over £10 billion women’s state pension compensation question: update from AJ Bell’s Tom Selby
Work and Pensions Secretary Mel Stride has made a statement to the House of Commons on the women’s state pension issue…but failed…

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