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Estate planning with Family Investment Companies – controlled wealth transfer
As we approach the ‘Great Wealth Transfer’—the largest generational wealth transfer in history—and navigate an increasingly complex tax landscape, estate planning has…
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The power of people: how culture and trust shape successful IFA acquisitions
For over two decades, AFH Wealth Management has been steadily acquiring IFA firms, building a business that prioritises long-term stability, strong cultural…
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The importance of remaining invested
Market volatility can shake client confidence, but history shows that staying invested is key to long-term success. In this article, Brooks Macdonald’s…
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Four essential insights from intelliflo’s 2025 eAdviser index
We know that technology plays a crucial role in the success of advice firms. Since 2018, intelliflo’s eAdviser index has tracked how…
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Smoothed funds: charting a steady path through increasingly uncertain times
‘Smoothing the way’, the new study from Wesleyan and the Lang Cat reveals that advisers recognise benefits of smoothed funds but are put off by complexity…
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Investigating smoothed funds and their relevance in today’s uncertain times
‘Smoothing the way’, the new study from Wesleyan and the Lang Cat reveals that advisers recognise benefits of smoothed funds but are…
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Brooks Macdonald launches global MPS – broader horizons, broader choice
Neil Cowell, Distribution Director, at Brooks Macdonald, explains why they have launched Global MPS – a solution that’s designed to give you,…
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Are VCTs more attractive than ever post-Budget?
Despite significant tax hikes on CGT, IHT, and pensions in Rachel Reeves’ Autumn Budget, Venture Capital Trusts were left unchanged. With this in…
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A market on the move
The post-Budget outlook for tax-efficient investments is stable but cautious. Economic uncertainty and inflationary pressures are mounting, but IHT and BR-qualifying investments…
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Mortgage Business Expo in Manchester 2025
Conversations are what keep the wheels of industry turning and with over 30 exhibitors, 800 attendees, 40 speakers in 11 CPD seminars there’s little opportunity…
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