Long read
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Estate planning is the big opportunity of 2023
Estate planning is something too many families put off. But recent events have made inheritance tax and providing for loved ones a…
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AI, the cloud and big data: How technology is transforming the investment landscape
From the invention of the steam train in 1804 to the creation of the World Wide Web in 1989, technology has always…
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Technology and the advice journey
Written by Nick Eatock, CEO at intelliflo The use of technology has changed enormously over the last three years. The lockdowns and…
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Consumer Duty “will boost equity release referrals”
The introduction of the FCA’s Consumer Duty rules will drive more specialist equity release referral relationships as the market has to step up…
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Treasury reveals 1 in 4 pension savers over 55 contribute more than £4,000 a year as MPAA concerns mount
Tom Selby, head of retirement policy at AJ Bell, comments on MPAA concerns. He said: “There is mounting evidence that squeezed savers are…
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3 key barriers to business growth for advice firms
New and ongoing research from Objectway sheds light on the top priorities for advice firms and what is preventing them from achieving…
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When will 2-year fixes break 4% barrier? – reaction
With inflation coming down faster than expected last month, Bank Rate likely to be close to its peak and the possibility of…
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Redemption day as FTSE hits historic 8,000 mark
Laith Khalaf, head of investment analysis at AJ Bell, comments on the FTSE 100 breaching the 8,000 point mark today. He said: “It’s…
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Eight tips to beat the taxman this April
There are now less than two months until the end of the tax year, so Laura Suter, head of personal finance at AJ…
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Land Registry Dec HPI – “a correction is looking increasingly likely” property and mortgage experts react
Following the Land Registry December HPI published this morning, Newspage asked brokers and property experts for their thoughts. Sofia Jones, Managing Director at London-based…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
