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Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is senior reporter at Professional Adviser.

Articles by Isabel Baxter

Unauthorised director to hand investors £1.6m following FCA probe

Regulation

Unauthorised director to hand investors £1.6m following FCA probe

Amount secured for investors by the FCA following High Court approval

clock 04 April 2024 • 1 min read
Increased workload expected by FOS as it estimates 210,000 cases

Your profession

Increased workload expected by FOS as it estimates 210,000 cases

Ombudsman has committed to resolve 17% more cases in the year ahead

clock 04 April 2024 • 2 min read
Are advisers using tax-efficient investing vehicles enough?

Tax-efficient Investing

Are advisers using tax-efficient investing vehicles enough?

‘You should never let the tax tail wag the investment dog’

clock 03 April 2024 • 7 min read
Advice suitability complaints upheld by FOS head for record high

Your Business

Advice suitability complaints upheld by FOS head for record high

FOS data shows 64% of all advice suitability complaints were upheld

clock 03 April 2024 • 2 min read
Söderberg & Partners unveils trio of MPS ranges for advisers

DFM & Model Portfolios

Söderberg & Partners unveils trio of MPS ranges for advisers

Portfolios will be available on the Nordic firm’s own adviser platform

clock 03 April 2024 • 1 min read
Demand for IHT mitigation increases as more fall into threshold

Tax Planning

Demand for IHT mitigation increases as more fall into threshold

‘Asset prices and nil rate band freezes are creating a perfect storm’

clock 03 April 2024 • 1 min read
Is MPS the future of the investment proposition? We asked you…

DFM & Model Portfolios

Is MPS the future of the investment proposition? We asked you…

Advisers, business owners and paraplanners share their thoughts

clock 02 April 2024 • 2 min read
Upcoming CGT changes prompting UK investors to create wealth plans

Tax Planning

Upcoming CGT changes prompting UK investors to create wealth plans

More than half want to secure their current and future investment gains

clock 02 April 2024 • 2 min read
HNWs not making the most out of increased pension allowance

Pensions

HNWs not making the most out of increased pension allowance

Only a third have taken advantage of the new £60,000 limit

clock 02 April 2024 • 2 min read
Lack of technology available when it comes to 'slow money'

Technology

Lack of technology available when it comes to 'slow money'

‘We need to bring fast money concepts into the slow money side’

clock 02 April 2024 • 2 min read
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