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 ...

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 ...

Research and innovation centre Nest Insight has partnered with financial wellbeing provider Wagestream to launch a new workplace emergency savings pilot.

Read more ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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.

Read more ...
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/