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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Personal representatives and IHT filing following the Budget

Tax planning

Personal representatives and IHT filing following the Budget

'The process of dealing with IHT papers can be onerous'

clock 21 November 2024 • 4 min read
Farmers and IHT: Why the chancellor's methods are wrong

Tax planning

Farmers and IHT: Why the chancellor's methods are wrong

Thousands of farmers protested against IHT changes in London this week

clock 21 November 2024 • 5 min read
Moving beyond FG12/16: The evolution of investment propositions

Regulation

Moving beyond FG12/16: The evolution of investment propositions

'The modern adviser requires a holistic approach'

clock 21 November 2024 • 4 min read
Act now: Planning for retirement is a concern for today

Pensions

Act now: Planning for retirement is a concern for today

'Don't wait until tomorrow to think about retirement'

clock 20 November 2024 • 4 min read
Assessing the impact of the Budget on AIM shares

Tax planning

Assessing the impact of the Budget on AIM shares

How the Budget has changed tax-efficient investment

clock 20 November 2024 • 4 min read
Plugging the gaps: Revisiting risk profiling tools

Your profession

Plugging the gaps: Revisiting risk profiling tools

Risk profiling tools can vary considerably

clock 19 November 2024 • 5 min read
Chris Justham: To wrap or not to wrap?

Managed solutions

Chris Justham: To wrap or not to wrap?

In the words of Wu-Tang: 'Listen. The money's all that matters.'

clock 19 November 2024 • 3 min read
A practical guide to getting ongoing reviews in order

Regulation

A practical guide to getting ongoing reviews in order

Have you considered file checks on annual review cases?

clock 19 November 2024 • 6 min read
65 years in advice: John Lamb Hill Oldridge's major milestone

Companies

65 years in advice: John Lamb Hill Oldridge's major milestone

'The underlying premise for what we do hasn't changed'

clock 18 November 2024 • 4 min read
Platform due diligence: A comprehensive approach

Wrap/platforms

Platform due diligence: A comprehensive approach

Due diligence is more than best practice it is ‘fundamental'

clock 18 November 2024 • 4 min read
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