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Professional Adviser

Professional Adviser

Articles by Professional Adviser

How diversification can support the value of a client's legacy

Tax Planning

How diversification can support the value of a client's legacy

Diversification is one of the foundations of financial planning

clock 20 December 2022 • 3 min read
Potential pension shifts advisers should be aware of next year

Pensions

Potential pension shifts advisers should be aware of next year

Government action could alter pensions landscape in 2023

clock 20 December 2022 • 3 min read
Pensions dashboards: A threat or opportunity for advisers? 

Pensions

Pensions dashboards: A threat or opportunity for advisers? 

Now just six months until dashboards project goes live

clock 20 December 2022 • 4 min read
Meet the ESG Investment Influencers: Alasdair Wilson of The Verve Group

Specialist

Meet the ESG Investment Influencers: Alasdair Wilson of The Verve Group

Latest in the series from PA's sister title Sustainable Investment

clock 20 December 2022 • 1 min read
A break down of how to protect your clients from the lifetime allowance

Pensions

A break down of how to protect your clients from the lifetime allowance

Options involving complex protection rules go under the spotlight

clock 19 December 2022 • 3 min read
Better service tops adviser demands from providers in 2023

Products

Better service tops adviser demands from providers in 2023

Advisers have put providers on notice they expect better service in 2023

clock 19 December 2022 • 1 min read
Under-35s 'missing protection milestones' as cost of living bites

Protection

Under-35s 'missing protection milestones' as cost of living bites

Cost-of-living crisis continues taking its toll on financial decisions

clock 19 December 2022 • 2 min read
Gifting and IHT — a look at everything advisers need to know

Tax planning

Gifting and IHT — a look at everything advisers need to know

Surprising tax implications of a gift to a long-term partner

clock 19 December 2022 • 4 min read
Alive and well: Why robo-advice remains a growth market

Technology

Alive and well: Why robo-advice remains a growth market

Tech-savvy clients demanding more transparency

clock 19 December 2022 • 3 min read
Five opportunities for advisers that could see them thrive in 2023

Technology

Five opportunities for advisers that could see them thrive in 2023

Dynamic Planner breaks down key themes expected to play out next year

clock 19 December 2022 • 2 min read
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