The number of families who have reclaimed inheritance tax due to falling share prices has soared in the past two years, new figures have revealed.
Read more ...Ex-pro footballers join new Tilney sports arm
- Wednesday, 10 June 2020
- Articles

Two ex-professional footballers have joined Tilney to help kick off its new team advising professional sports people.
Read more ...Defaqto adds video calling to FP software
- Wednesday, 10 June 2020
- Articles

Financial data provider Defaqto has today added video conferencing and screen sharing to its Financial Planning software Defaqto Engage.
Read more ...Financial Planner holds staff 'away day' in a garden
- Wednesday, 10 June 2020
- Articles

A Financial Planning firm has taken advantage of the loosening of lockdown rules to hold its half yearly away-day staff meeting in a garden.
Read more ...CISI Ireland appoints new President
- Wednesday, 10 June 2020
- Articles

The Chartered Institute for Securities & Investment has appointed Eugene Kiernan FCSI as the new President of the CISI National Advisory Council for Ireland.
Read more ...Planners call for ‘value of advice’ campaign
- Tuesday, 09 June 2020
- Articles

More needs to be done to promote the value of Financial Planning advice to potential clients, an adviser survey has indicated.
Read more ...Lang cat adds AKG ratings
- Tuesday, 09 June 2020
- Articles

The lang cat financial data provider has added actuarial consultancy AKG's financial strength ratings to its interactive online platform analysing tool.
Read more ...DB pension transfer values bounce back
- Tuesday, 09 June 2020
- Articles

Defined benefit (DB) transfer values increased by nearly 4% during May and the number of members taking a transfer value rose slightly from the record low observed in April.
Read more ...PFS helps school pupils to 'pick' advisers' brains
- Tuesday, 09 June 2020
- Articles

The Personal Finance Society is to work with schools to give pupils the opportunity to pick the brains of financial advisers online.
Read more ...BW warns of 'capacity crunch' in DB transfer advice
- Tuesday, 09 June 2020
- Articles

Pension consultancy Barnett Waddingham has warned that there are likely to be too few advisers to meet demand from the 120,000 pension savers a year it predicts will need DB transfer advice.
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