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Isabel Baxter

Isabel Baxter

Isabel Baxter is news editor at Professional Adviser.

Articles by Isabel Baxter

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
Foster Denovo snaps up Leicestershire-based advice firm

Companies

Foster Denovo snaps up Leicestershire-based advice firm

80Twenty brings in more than half a billion of funds under management

clock 29 October 2024 • 2 min read
FSCS declares two firms failed over pensions advice

Companies

FSCS declares two firms failed over pensions advice

Lifeboat fund also updates on alternative fund manager MCI Global Investment Advisors

clock 28 October 2024 • 2 min read
Financial planning firm Boosst becomes employee-owned

Companies

Financial planning firm Boosst becomes employee-owned

100% of shares transferred to the EOT without imposing any third-party debt

clock 28 October 2024 • 2 min read
Openwork receives minority investment from Bain Capital

Companies

Openwork receives minority investment from Bain Capital

Following the network’s hunt for minority investor support in 2023

clock 28 October 2024 • 2 min read
FCA's non-financial misconduct survey 'highlights opportunity to make a difference'

Your profession

FCA's non-financial misconduct survey 'highlights opportunity to make a difference'

PIMFA to develop guidance in response to regulator’s findings

clock 25 October 2024 • 2 min read
Warnings of platform 'crunch' as MPS usage increases

DFM & Model Portfolios

Warnings of platform 'crunch' as MPS usage increases

‘This is something that the regulator should be looking at more’

clock 25 October 2024 • 2 min read
Majority of clients have remained with the same adviser

Your profession

Majority of clients have remained with the same adviser

Typical relationship with financial adviser lasts around seven years

clock 25 October 2024 • 3 min read
Pension tax rules uncertainty shows 'need to shift retirement planning'

Retirement

Pension tax rules uncertainty shows 'need to shift retirement planning'

Needs to include wider considerations of capital drawdown beyond pensions

clock 24 October 2024 • 2 min read