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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Changing nature of transactions: Getting IFA deals over the line

Your Business

Changing nature of transactions: Getting IFA deals over the line

'Acquirers want more data than in the past'

clock 29 July 2024 • 3 min read
Will sticking with the same CIP approach work under Consumer Duty?

Consumer Duty

Will sticking with the same CIP approach work under Consumer Duty?

'Consumer Duty has made the regulatory landscape even tougher'

clock 26 July 2024 • 3 min read
2024 general election: Potential CGT on death could see tax bills rise

Regulation

2024 general election: Potential CGT on death could see tax bills rise

‘Capital gains tax on death could see families double taxed on estates’

clock 26 July 2024 • 1 min read
Schroders UK Platform Awards 2024: Voting closes today!

Platforms

Schroders UK Platform Awards 2024: Voting closes today!

Awards to be held on 24 September at the London Hilton Park Lane

clock 26 July 2024 • 1 min read
Unpacking SDR: What portfolio managers need to know

Regulation

Unpacking SDR: What portfolio managers need to know

'These proposals will have a widespread impact on the industry'

clock 24 July 2024 • 6 min read
Why Labour should radically simplify the ISA regime

ISAs

Why Labour should radically simplify the ISA regime

Changes could pave the way for increased investing

clock 23 July 2024 • 2 min read
PA Awards 2025: Nominations for all categories now open!

Your profession

PA Awards 2025: Nominations for all categories now open!

Our 20th anniversary awards will be held in London next March

clock 23 July 2024 • 2 min read
State pension worries highlight importance of retirement advice

Pensions

State pension worries highlight importance of retirement advice

There’s no doubt that the state pension is in a precarious position

clock 22 July 2024 • 4 min read
Known knowns: What Labour has in store for financial services

Pensions

Known knowns: What Labour has in store for financial services

Isa simplification, pensions, advice/guidance and saving

clock 18 July 2024 • 3 min read
The journey towards hyper-personalisation in financial advice

Your profession

The journey towards hyper-personalisation in financial advice

'Sound financial planning has always been built on trust'

clock 18 July 2024 • 6 min read
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