Articles
Autumn Statement: Chancellor slashes CGT allowance
Written by Kat MitchellIn today’s Autumn Statement Chancellor Jeremy Hunt announced substantial cuts to the Capital Gains tax-free allowance.
Casebook: Estate planning following a shock bereavement
Written by Kat MitchellConsidering how you would like to be treated at a sensitive time can make the difference in helping clients cope with estate planning issues following bereavement, according to Financial Planner Simon Bonnett of Chartered Financial Planners Becketts.
This morning Chancellor Jeremy Hunt presented his first Autumn Statement in the House of Commons, unveiling a range of spending cuts and tax rises.
The Financial Ombudsman Service is to move ahead with plans to charge more for different types of cases in a major fee shake up.
Former HSBC exec named Scottish Widows CEO
Written by Kat MitchellFormer HSBC global head of strategy Chirantan Barua has been appointed as the new CEO of insurance, pensions and investments provider Scottish Widows.
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PFS hosts first graduation ceremony since 2019
Written by Kat MitchellThe Personal Finance Society (PFS) has hosted its first in-person graduation ceremony since the beginning of the Coronavirus pandemic with more than 330 attending the event.
John Moret: Consumer Duty questions for SIPPs
Written by Kat MitchellAll FCA-regulated firms should, by now, have put in place their implementation plans for meeting the Consumer Duty requirements by 31 July 2023 (a later date applies for legacy products).
National adviser firm Continuum, which is set to be acquired by M&G Wealth, has recruited experienced Financial Planner Stephen Straker.
Fidelity adds sustainable ETF based on Paris agreement
Written by Kat MitchellFund manager Fidelity International has launched a Paris agreement-aligned sustainable ETF, expanding its range of climate-focused investment solutions.