Long read
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How With Profits funds offer a smoother journey for clients
Head of intermediary Distribution at Wesleyan, Nick Henshaw, discusses the significance of With Profits funds to mitigate volatility and moderate risk. Accepting…
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28% of ‘outstanding’ GSS Bonds may be eligible for new EU Green Bond Standard – GSS Bonds Market Trend Report
Quarterly report reveals how European Taxonomy and Green Bonds are interlinked with a focus on Real Estate sector. Link to the report: GSS…
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Savings back in favour, but NS&I left out in the cold – AJ Bell
Laura Suter, head of personal finance at AJ Bell, comments on the latest Bank of England Money and Credit data. She said: “The government…
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Gilts versus treasuries: Analysis from Charles Stanley’s Dan James
In this analysis, Dan James, Head of Asset Management at Charles Stanley, makes the case for medium and long dated gilts…
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Capital Market Assumptions: Expectations for the next 10 years in a new regime finds Cohen & Steers analysis
Written by Jeffrey Palma, head of multi-asset solutions and John Muth, macro strategist at Cohen & Steers Our Capital Market Assumptions for…
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Industry experts react to Equity Release Council Q2 figures
Following today’s release of the Equity Release Council Q2 figures industry experts have shared their thoughts with IFA Magazine. Will Hale, CEO…
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Number of families paying IHT has risen 17%, with average bill at £214,000
HMRC have released their annual report on average inheritance tax bills – available here – key findings include; Nicholas Hyett, Investment Manager at Wealth…
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31st July is a starting line not deadline for Consumer Duty
Written by Zara Bray, Key Relationship Manager, Legal & General Mortgage Club Advisers are under a significant amount of pressure to keep…
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Google searches for ‘How to afford mortgage’ explode by 324% and ‘Mortgage help’ skyrockets by 1,366%
As mortgage rates continue to rise, analysis of Google search data reveals that searches in the United Kingdom are skyrocketing regarding the…
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The Statutory Legacy is Increasing for Spouses and Civil Partners
Written by Laura Bywater, Head of Wealth Protection, Price Slater Gawne The statutory legacy determines how much a spouse or civil partner…
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