Professional Adviser

What the City wants from the Autumn Budget – and what to expect

The time has finally arrived for chancellor Rachel Reeves to deliver her second Budget. In moving the speech even later in ...
Professional Adviser

Partner Insight: Inheritance Tax, pensions and the waiting game: Conversations to have now

News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance ...
Professional Adviser

'It's been frantic – in a good way': Orbis' Matt Spencer on maintaining momentum

Jenna Brown talks to Orbis Investments head of UK retail Matt Spencer about the firm’s ‘frantic’ period of growth, plans for ...
Professional Adviser

Budget 25: Rumours, possibilities and predictions

Barnett Waddingham partner and head of defined contribution (DC) pensions Mark Futcher said the build up to this Budget has ...
Professional AdviserOpinion

The next evolution in fund structure: What tokenisation means for advisers

As advisers look for new ways to broaden investor access to private markets, tokenisation is emerging as a practical enabler, ...
Professional AdviserOpinion

Smoothing the dash to drawdown: Defending against sequencing risk and volatility drag

A rise in the number of clients seeking to ‘run down' pension pots to manage inheritance tax (IHT) risk heightens the value ...
Professional Adviser

CII launches vulnerability guide

The Chartered Insurance Institute (CII) has launched a guide to help firms serve clients in vulnerable circumstances.
Professional Adviser

Craven Street Wealth expands footprint as Pharon IFA joins business

Craven Street Wealth (CSW) has added Kent-based Pharon Independent Financial Advisers to its advice business, marking the ...
Professional Adviser

Nearly half of advised HNW clients unaware of CGT allowance

Nearly half (49%) of advised high net worth (HNW) individuals either do not fully understand, have not heard of, or do not know what the capital gains tax (CGT) allowance is, according to research ...