Dan Atkinson: How Paraplanners are setting the agenda

It has been encouraging recently to read about the increasing numbers of Financial Planners and Paraplanners completing their Level 6 (and higher) qualifications.

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Baillie Gifford shifts £1.3bn to Hargreaves Lansdown

Baillie Gifford, the Edinburgh-based investment management partnership, is to transfer its investment trust savings scheme, including its ISA, Share Plan and Children’s Savings Plan, to Hargreaves Lansdown. 



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Hilbert Investment revamps structured product plan

Hilbert Investment Solutions has re-launched its latest structured product plan for those seeking to invest their 2018/2019 and 2019/2020 ISAs.

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Dan Atkinson: Tax planning is all year round

It seems natural to write about the tax year end and ‘ISA season’ at this time of year.

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