Long read
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Don’t ignore FCA priorities says B-Compliant
The flurry of ‘Dear CEO’ letters being issued by the FCA emphasises the hard line the regulator is taking on Consumer Duty…
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FE fundinfo reveals 2023’s top Alpha Managers – based on their entire career performance
Almost 30 fund managers have been handed their first FE fundinfo Alpha Manager rating this year. In total, 28 managers joined the…
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The Second Search Engine War: Mazars’ Chief Economist asks how Chat GPT will change the world and financial advice?
As we look ahead to the near-future, George Lagarias, Chief Economist at Mazars takes a brief look at Chat GPT and the…
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New research from RBCWM reveals top concerns of HNWIs – and why IHT is top of the pile
New research conducted by RBC Wealth Management, part of Royal Bank of Canada, shows that inheritance tax (IHT) is the number one…
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Industry Heavyweights Appointed to EISA Board to Boost UK PLC
The Enterprise Investment Scheme Association (EISA) has appointed Andrew Aldridge (Deepbridge Capital), Dr Paul Mattick (Mercia Asset Management) and Paul Munn (Par…
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New IFS Study reveals impact of parental gifts on the growth in inequalities
A new study revealed today by the Institute of Fiscal Studies has uncovered some interesting impacts on society of donations by the…
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The most important tax-year end in decades? Seven ways to protect against the tax crunch
As taxpayers await the next major fiscal announcement from the Government – the Chancellor’s first Budget proper on 15 March – they…
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Abrdn research – intergenerational attitudes to money affect inheritance planning
A third (32%) of baby boomers (aged 55-73) are less likely to pass their wealth to someone with a different attitude to…
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Investing in workplace sustainability to futureproof your business
Investing in workplace sustainability to futureproof your business Keith Tully, a partner at Real Business Rescue and company insolvency specialist, explains how…
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Property inheritance – comment from Kingsley Napley’s Laura Harper
Written by Laura Harper, partner in the Private Client team at Kingsley Napley LLP A recent article in The Times “Have we…
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