Industry experts have welcomed Chancellor Philip Hammond asking the Office of Tax Simplification to review Inheritance Tax, a move that could pave the way for reform.
Read more ...Beaufort partners with £150m AUM advisory firm
- Tuesday, 30 January 2018
- Articles

Financial Planning and wealth management firm Beaufort Group has set up a new appointed representative firm in partnership with a wealth manager.
Read more ...1 in 4 employers aim to educate staff on saving
- Tuesday, 30 January 2018
- Articles

One in four employers (27%) is planning to launch financial education initiatives for staff in the next three years, according to new research covering more than 2,000 employees.
Read more ...Zurich reveals 28% gender pay gap
- Monday, 29 January 2018
- Articles

Financial and platform provider Zurich has revealed a UK staff gender pay gap of 28% and pledged to do more to help it achieve gender equality.
Read more ...PFS warns that scams are hitting profession's reputation
- Monday, 29 January 2018
- Articles

The Personal Finance Society has pledged its full support to the latest campaign by the FCA to warn consumers about the growing threat of online investment fraud.
Read more ...FCA public warning on rising risk of binary options fraud
- Monday, 29 January 2018
- Articles

The FCA says the dangers of binary options investment fraud are growing with over £87,000 lost to binary options scams every day in the UK.
Read more ...AFH set for more takeovers as profits leap 83% to £3.1m
- Monday, 29 January 2018
- Articles

AFH, the rapidly growing Financial Planning and wealth management group led by Chartered Financial Planner Alan Hudson, has reported full year revenues up 39% to £33.6m and profits after tax up 83% to £3.1m in its latest financial year.
Read more ...Top 10 Financial Planner tips on finding and retaining clients
- Friday, 26 January 2018
- Articles

Half a dozen leading Financial Planners have revealed their best practice on how best to find and retain clients in the latest Financial Planning Today magazine.
Read more ...Government scrapping of auto guidance welcomed
- Friday, 26 January 2018
- Articles

The removal of an amendment making pensions auto guidance compulsory under new legislation has been welcomed by a pension provider.
Read more ...Advisers must remain vigilant on with profits - consultant
- Friday, 26 January 2018
- Articles

Actuarial consultancy AKG has warned advisers to remain vigilant to safeguard clients with investments in with profits funds.
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