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Professional Adviser

Professional Adviser

Articles by Professional Adviser

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
Don't panic! Call for calm after Budget pensions IHT change

Tax planning

Don't panic! Call for calm after Budget pensions IHT change

Lisa Webster calls for a calm response to the IHT changes announced in the Budget earlier this month...

clock 14 November 2024 • 3 min read
Why the lead-up to the Budget may have been worse than the Budget itself

Economics / Markets

Why the lead-up to the Budget may have been worse than the Budget itself

What Rachel Reeves and Dr Evil have in common

clock 13 November 2024 • 4 min read
Is 'paraplanner' still the right title in a post-AI world?

Your Business

Is 'paraplanner' still the right title in a post-AI world?

‘In reality, paraplanners are essential collaborators, not mere assistants’

clock 13 November 2024 • 4 min read
Working out a client's income needs during a divorce

Your profession

Working out a client's income needs during a divorce

Advisers can play a crucial role in the preperation of Form E

clock 11 November 2024 • 4 min read
How advisers can play a role in boosting wellbeing in retirement

Retirement

How advisers can play a role in boosting wellbeing in retirement

A happy retirement is the 'north star'

clock 08 November 2024 • 3 min read
Women in Financial Advice Awards 2024: Photos from the night!

Your profession

Women in Financial Advice Awards 2024: Photos from the night!

Winners collected their awards at the WIFA 2024 ceremony on 6 November

clock 08 November 2024 • 1 min read
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