Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is senior reporter at Professional Adviser.

Articles by Isabel Baxter

Platforms and MPS providers 'do want to raise standards'

DFM & Model Portfolios

Platforms and MPS providers 'do want to raise standards'

Need to be ‘mindful of putting the client first’

clock 05 November 2024 • 3 min read
Mattioli Woods snaps up Cullen Wealth

Companies

Mattioli Woods snaps up Cullen Wealth

Companies House filings outline pre-Budget swoop

clock 04 November 2024 • 2 min read
Wealth firm declared in default by FSCS over pensions advice

Companies

Wealth firm declared in default by FSCS over pensions advice

One complaint upheld against Intelligent Wealth Management Partnership

clock 01 November 2024 • 1 min read
7IM acquires Rockhold Asset Management to expand MPS proposition

DFM & Model Portfolios

7IM acquires Rockhold Asset Management to expand MPS proposition

MPS offering will now have more than £10bn under management

clock 01 November 2024 • 2 min read
Considering client emotions: Dealing with post-Budget anxiety

Your profession

Considering client emotions: Dealing with post-Budget anxiety

Advisers need to understand client emotions during 'turbulent times'

clock 01 November 2024 • 4 min read
Well-trailed Autumn Budget 'not as dramatic as expected'

Your profession

Well-trailed Autumn Budget 'not as dramatic as expected'

Although speculation around pensions tax-free cash was ‘unhelpful’

clock 01 November 2024 • 4 min read
Advice firm partners with Multiply AI to 'revolutionise' annual review process

Your Business

Advice firm partners with Multiply AI to 'revolutionise' annual review process

Advanta Wealth is Multiply AI’s latest client

clock 31 October 2024 • 2 min read
Pensions tax-free cash untouched – but what about those who acted pre-Budget?

Pensions

Pensions tax-free cash untouched – but what about those who acted pre-Budget?

No lump sum change should be ‘welcomed’ but damage cannot be undone

clock 31 October 2024 • 5 min read
Autumn Budget 24: Chancellor freezes IHT threshold for a further two years

Tax planning

Autumn Budget 24: Chancellor freezes IHT threshold for a further two years

Reeves will also bring inherited pensions into the IHT scope from 2027

clock 30 October 2024 • 5 min read
Advisers and specialists reveal their levels of Budget optimism

Your profession

Advisers and specialists reveal their levels of Budget optimism

Autumn Budget could 'affect nearly everyone’

clock 30 October 2024 • 6 min read