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Professional Adviser

Professional Adviser

Articles by Professional Adviser

'What about Maud?': When it comes to tech, don't underestimate older clients

Technology

'What about Maud?': When it comes to tech, don't underestimate older clients

Tech adoption among older people was accelerated by the pandemic

clock 19 March 2025 • 4 min read
Better access to advice in a rapidly digitalising world

Technology

Better access to advice in a rapidly digitalising world

'Adviser tech has moved on in leaps and bounds this decade'

clock 19 March 2025 • 4 min read
Implementation: Getting to grips with the long-awaited pensions dashboard

Pensions

Implementation: Getting to grips with the long-awaited pensions dashboard

Increased engagement should result in more informed retirement planning

clock 19 March 2025 • 4 min read
IHT reform 'unnecessarily complex': Agricultural and Business Property Relief plans under the microscope

Tax planning

IHT reform 'unnecessarily complex': Agricultural and Business Property Relief plans under the microscope

'The government has demonstrated some recognition that paying the IHT on qualifying assets may be difficult'

clock 18 March 2025 • 4 min read
Will Rachel Reeves' Spring Forecast tackle cash ISA hoarding?

ISAs

Will Rachel Reeves' Spring Forecast tackle cash ISA hoarding?

'Too many people are unthinkingly hoarding cash'

clock 18 March 2025 • 3 min read
I'll see you in court? Divorcing couples have other options

Your profession

I'll see you in court? Divorcing couples have other options

Advisers should be aware of non-court dispute resolution options

clock 17 March 2025 • 4 min read
Schroders UK Platform Awards 2025: Entries are now open!

Platforms

Schroders UK Platform Awards 2025: Entries are now open!

Celebrating the best of platforms and tech

clock 17 March 2025 • 2 min read
Professional Adviser TV: The key to cracking vulnerability

Your Business

Professional Adviser TV: The key to cracking vulnerability

Consumer Duty Alliance CEO joins PA to shed light on the FCA’s vulnerable customer findings

clock 14 March 2025 • 1 min read
Myth-busting HNW clients' most common misconceptions

Tax planning

Myth-busting HNW clients' most common misconceptions

‘I heard it from my mate down the pub…’

clock 13 March 2025 • 5 min read
Inside Quilter Academy: The path to becoming a financial adviser

Your profession

Inside Quilter Academy: The path to becoming a financial adviser

'The journey to becoming a financial adviser is not a straightforward one'

clock 13 March 2025 • 5 min read
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