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Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is senior reporter at Professional Adviser.

Articles by Isabel Baxter

Schroders head of UK Middleton's private markets 'democratisation' plan

Companies

Schroders head of UK Middleton's private markets 'democratisation' plan

Bringing more access to advisers and retail investors

clock 02 July 2025 • 2 min read
Supreme Court hands down landmark ruling in banker's divorce tax planning case

Tax Planning

Supreme Court hands down landmark ruling in banker's divorce tax planning case

‘Significant implications for treatment of non-matrimonial assets on divorce’

clock 02 July 2025 • 6 min read
ValidPath launches client buyout programme for retiring IFAs

Companies

ValidPath launches client buyout programme for retiring IFAs

Designed to help with a ‘comprehensive succession and acquisition solution’

clock 02 July 2025 • 4 min read
How one advice firm's consultancy fee charge 'adds value'

Companies

How one advice firm's consultancy fee charge 'adds value'

‘We felt that it isn’t right for us to only be rewarded by making a transactional sale’

clock 01 July 2025 • 4 min read
Reeves set to slash £20,000 Cash ISA allowance – reports

ISAs

Reeves set to slash £20,000 Cash ISA allowance – reports

Announcement to be part of chancellor’s July Mansion House speech

clock 01 July 2025 • 2 min read
Targeted support: FCA shuns 'overly prescriptive' approach to vulnerability

Regulation

Targeted support: FCA shuns 'overly prescriptive' approach to vulnerability

Considered prescribing how firms should support ‘vulnerable consumers’

clock 30 June 2025 • 2 min read
Majority of UK wealth management sector eyes acquisitions this year

Your profession

Majority of UK wealth management sector eyes acquisitions this year

Continued appetite and momentum in M&A space

clock 30 June 2025 • 3 min read
Targeted support: 38,000 current advice users expected to switch

Regulation

Targeted support: 38,000 current advice users expected to switch

Firms could generate up to £499 in revenue per customer

clock 30 June 2025 • 4 min read
Targeted support: An 'expedient way' to meet Consumer Duty cross-cutting obligations

Regulation

Targeted support: An 'expedient way' to meet Consumer Duty cross-cutting obligations

FCA urges firms to treat all recipients of targeted support as retail customers

clock 30 June 2025 • 2 min read
Targeted support: Failures 'can still create FSCS exposure'

Regulation

Targeted support: Failures 'can still create FSCS exposure'

Targeted support costs allocated to LDII funding class

clock 30 June 2025 • 2 min read
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