Short read
-
Advisers recognise benefits of smoothed funds but are put off by complexity and price – Wesleyan and the Lang Cat
A new generation of smoothed funds are helping advisers to manage volatility and comply with regulation, but providers must do more to…
-
Inheritance tax receipts 11.8% up on last year at £7.6bn
Inheritance Tax receipts for April 2024 to February 2025 are £7.6 billion, which is £0.8 billion higher than the same period last…
-
70% of advisers worried about pension and IHT changes as half of clients impacted
A new poll of UK financial advisers conducted by Quilter, the adviser platform, reveals 71% of advisers are worried about pensions becoming…
-
Underwriting dignity: how the assisted dying bill may affect life insurance
As the UK looks ahead to a major change in the concept of ‘end of life’, the insurance industry has about 2…
-
UK employment – “The UK remains in an economic funk of muted activity, ebbing confidence and above-target inflation” – analysis by Charles Stanley
Written by Rob Morgan, Chief Investment Analyst at Charles Stanley The UK remains in an economic funk of muted activity, ebbing confidence…
-
Gender Savings Gap: Men save £1,392 more per year in Cash ISAs
With less than three weeks until the new tax year (5th April), potential changes to the Cash ISA tax-free allowance could impact…
-
Daniel Casali: Fed keeps rates unchanged but outlook for financial markets remains positive
As expected by surveys and the futures market, the Federal Open Market Committee (the FOMC) left US interest rates unchanged at 4.25-4.50%…
-
5.8% wage growth brings personal allowance into focus for pensioners ahead of the Spring Statement
Mike Ambery, Retirement Savings Director at Standard Life, part of Phoenix Group said: “This April the full new state pension will rise to…
-
Protection Guru Analysis: helping advisers cover the additional cost of consumer duty compliance
Protection Guru, the multi award-winning specialist technical information provider for protection advisers today releases details of the commercial benefits advisers achieved using…
-
Quilter welcomes Forseti Wealth Partners to its advice network
Quilter Financial Planning, the financial advice network of FTSE 250-listed Quilter plc, is pleased to announce that it has welcomed Forseti Wealth…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
