Long read
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Making good law – how does the pensions and IHT shake up compare? Legal insight from Eversheds Sutherland’s Goodwin
Jeremy Goodwin, Partner and Head of Pensions at global top 10 law practice, Eversheds Sutherland, shares his analysis into the recent Budget changes to bring most…
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Principality Intermediaries business team restructures to enhance support to mortgage brokers
Principality Intermediaries, part of Wales’ largest building society and the 6th largest building society in the UK, has announced changes to its…
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US and Technology Funds Dominate for the Third Consecutive Year | FE fundinfo reveals key trends and top performing funds and sectors for 2024
FE fundinfo, a leading financial data company, today released data showcasing the best performing funds and sectors in 2024. The data reveals…
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How new financial planners can future proof their roles
By James Woodfall and Cliff Lansley The world is rapidly changing as AI technologies advance. Financial planning will change too as clients’…
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Enterprise Investment Scheme (EIS) & Seed Enterprise Investment Scheme (SEIS) | Annual Report 2025
Welcome to the Tax Efficient Investment Report series 2025, the fourth in GBI Magazine’s annual series of focused reports on the tax…
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Pension Investment Review consultation closes today – pension experts share their comments
Today is the closing day for submissions to the Government’s Pensions Investment Review: Unlocking the UK pensions market for growth – GOV.UK.…
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What do rising gilt yields mean for clients’ money?
Written by Rob Morgan, Chief Investment Analyst at Charles Stanley A slow but steady rise in the UK’s government’s cost of borrowing…
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US inflation hits 2.9% in December – reaction from investors
In the last such announcement of the Biden Presidency, US CPI data released today shows that inflation in the US rose by…
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Transforming the advice and wealth management profession: Davies’ Matt Lonsdale highlights why – and how – advisers must embrace change to thrive
What does the political, economic and regulatory outlook for the next few months mean for wealth managers and financial advisers? Amid so much economic, political, and regulatory upheaval, the wealth management…
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Sighs of relief as inflation dips to 2.5%. Reaction from across the industry
The ONS has reported this morning that UK CPI inflation for the year to December 2024 came in at 2.5% – slightly…
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