Short read
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Will Labour’s inheritance tax revamp be a tax grab or genuine reform?
Rachael Griffin, tax and financial planning expert at Quilter has commented on reports that the government is planning to increase the amount of…
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Introducing Templi: The AI powered suitability report writer
Belfast, Northern Ireland – Templi, an AI-powered software solution, has launched in early September 2024. Designed for paraplanners and advisers, Templi allows…
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Victoria Clark promoted to Head of Lending at The Right Mortgage
The Right Mortgage & Protection Network has today announced the promotion of Victoria Clark to the new position of Head of Lending. …
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Chancellor urged to commit to Pensions Tax Lock to end uncertainty for retirement savers
AJ Bell, one of the UK’s leading investment platforms, is calling on the Chancellor to commit to a ‘Pensions Tax Lock’ at…
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Reducing B2L mortgage rates see landlords bolster portfolio sizes
CEO of Octane Capital, Jonathan Samuels, has highlighted how greater mortgage market stability and a reduction in buy-to-let mortgage rates has helped revitalise…
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Symvan Capital marks its 5th portfolio company exit
Symvan Capital (“Symvan”), Manager of the Symvan Technology EIS and SEIS Funds announces today that it has reached a milestone of its…
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S/EIS investment in Haatch fund doubles amid rising demand & expected CGT changes in Budget
Haatch, the pre-seed and seed investor in B2B SaaS businesses, has announced several senior hires as it bolsters its partnership, fundraising and…
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United Trust Bank Mortgages Announces Key Appointments
United Trust Bank Mortgages has announced two further key appointments in new lending and underwriting roles to support the specialist lender’s growth strategy.…
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Govt’s confirmed Dashboards commitment highlights connection priority
The Government’s confirmation this week of its commitment to the Pensions Dashboard re-emphasises the priority need for pensions providers and administrators to…
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Royal London: Autumn Budget – advisers predict CGT changes most likely
Royal London, the UK’s largest life, pensions and investment mutual, asked advisers their thoughts on the most talked about Budget in recent…

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