Business relief is now being used by the majority of wealth managers and financial advisers as an inheritance tax (IHT) planning tool for clients, according to new research.
Read more ...Sustainable funds popular despite greenwashing concerns
- Monday, 14 November 2022
- Articles
Nine out of 10 financial advisers and wealth managers recommend sustainable funds to clients despite widespread concerns about greenwashing, according to new research.
Read more ...Nest and Wagestream launch 'emergency savings' trial
- Monday, 14 November 2022
- Articles
Research and innovation centre Nest Insight has partnered with financial wellbeing provider Wagestream to launch a new workplace emergency savings pilot.
Read more ...FCA wins judgment against unauthorised mortgage brokers
- Monday, 14 November 2022
- Articles
The Financial Conduct Authority has won a court judgment against a property and mortgage company accused of, “exploiting vulnerable customers who were in financial difficulty.”
Read more ...Keith Churchouse: Own your business ethic
- Monday, 14 November 2022
- Articles
Financial Planners need to own their 'business ethic' and ensure that it reflects their values and the outcomes they personally want to see, according to Chapters Financial’s Keith Churchouse.
Read more ...Machete-wielding credit manager banned by FCA
- Monday, 14 November 2022
- Articles
The Financial Conduct Authority has banned Ashkan Zahedian from working in financial services following his conviction for serious violent offences which took place while he was an approved individual.
Read more ...Casebook: Estate planning following a shock bereavement
- Monday, 14 November 2022
- Articles
Considering 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.
Read more ...PE money 'reshaping' the advice sector FCA data shows
- Monday, 14 November 2022
- Articles
The latest regulated advice market data from the FCA reveals how private equity money has begun to reshape the Financial Planning sector as bigger firms become more prominent.
Read more ...Minister backs pensions scams warning
- Monday, 14 November 2022
- Articles
Pensions Minister Laura Trott has backed a call from three scam-fighting bodies warning pension scheme trustees and savers of a potential increased risk from scammers seeking to cash in on economic uncertainty.
Read more ...Treasury may double its take from LTA freeze
- Monday, 14 November 2022
- Articles
A tax measure introduced in the 2021 Budget to reduce the cost of pension tax relief for the government will raise twice as much for the Treasury as originally expected, new analysis suggests.
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