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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Far from the Madding Crowd: An investment moment in time

Investment

Far from the Madding Crowd: An investment moment in time

'Our hunt for undervalued shares takes us away from the crowd'

clock 23 February 2024 • 3 min read
True Potential CEO: How AI is helping fill the advice gap problem

Technology

True Potential CEO: How AI is helping fill the advice gap problem

‘Our advisers are fully aligned with our view that tech is their friend’

clock 23 February 2024 • 6 min read
Five reasons why now is the time for EIS in client portfolios

VCTs / EIS

Five reasons why now is the time for EIS in client portfolios

'The current market presents a unique opportunity'

clock 22 February 2024 • 5 min read
Many parents in the dark on tax on children's savings interest

Tax planning

Many parents in the dark on tax on children's savings interest

'There will be lots of people unnecessarily paying tax this year'

clock 22 February 2024 • 3 min read
Why wealth is not an insulator against vulnerability

Regulation

Why wealth is not an insulator against vulnerability

'Time and again, we have seen that self-identification simply doesn't work'

clock 21 February 2024 • 4 min read
DB transfer complaints: A difficult balancing act for all parties

Pensions

DB transfer complaints: A difficult balancing act for all parties

The legal perspective on DB transfer complaints

clock 21 February 2024 • 4 min read
SIPP and SSAS taxable property: How to avoid 'onerous' HMRC charges

Pensions

SIPP and SSAS taxable property: How to avoid 'onerous' HMRC charges

Clients must have active involvement to ensure compliance with HMRC rules

clock 20 February 2024 • 5 min read
PA Working Lunches: Last chance to sign up for Glasgow and Chester

Investment

PA Working Lunches: Last chance to sign up for Glasgow and Chester

Join us to hear where a decade of low interest rates have left investors

clock 20 February 2024 • 1 min read
Sustainability Disclosure Requirements: What the regime means for IFAs

Green

Sustainability Disclosure Requirements: What the regime means for IFAs

Sustainability claims must be fair, clear and not misleading

clock 20 February 2024 • 5 min read
Addressing the 'regulatory timebomb' of income security

Income

Addressing the 'regulatory timebomb' of income security

'Advisers remain concerned about the levels of withdrawals'

clock 19 February 2024 • 4 min read
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