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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Pension reform and IHT: Why advisers are turning to EIS

Tax planning

Pension reform and IHT: Why advisers are turning to EIS

'As pensions lose some of their tax advantages, EIS is coming to the fore in estate planning conversations'

clock 26 August 2025 • 4 min read
Advisers need to bridge the sustainability gap – the FCA data proves it

Green

Advisers need to bridge the sustainability gap – the FCA data proves it

'Now is the time to close the gap between client values and investment outcomes'

clock 26 August 2025 • 4 min read
Making Tax Digital: What the scheme means for working Brits (and advisers)

Tax planning

Making Tax Digital: What the scheme means for working Brits (and advisers)

MTD initiative is aimed at modernising and simplifying the tax system

clock 26 August 2025 • 4 min read
Pensions and IHT - is gifting the best option?

Tax planning

Pensions and IHT - is gifting the best option?

‘Advice will be more valuable than ever’

clock 22 August 2025 • 3 min read
Inside Quilter Academy: Translating academic learning into practical application

Your profession

Inside Quilter Academy: Translating academic learning into practical application

13 weeks of focused post-qualification training and development

clock 22 August 2025 • 4 min read
Regulatory and employment-related changes – what do firms need to prepare for?

Regulation

Regulatory and employment-related changes – what do firms need to prepare for?

‘Getting these issues right is not just about avoiding regulatory action or tribunal claims’

clock 21 August 2025 • 4 min read
Watch Professional Adviser's Working Lunch with Baillie Gifford - Enduring Growth in a Changing World

Investment

Watch Professional Adviser's Working Lunch with Baillie Gifford - Enduring Growth in a Changing World

Catch up on the discussion

clock 21 August 2025 • 1 min read
Was Aberdeen's financial planning arm ever going to work?

Your Business

Was Aberdeen's financial planning arm ever going to work?

‘It was never going to be easy’

clock 20 August 2025 • 4 min read
Two years of Consumer Duty: The best of times, or the worst of times?

Consumer Duty

Two years of Consumer Duty: The best of times, or the worst of times?

‘Now that we are two years in, we can begin to look back and reflect’

clock 20 August 2025 • 6 min read
Seismic shift: Government pushes ahead with pension IHT reforms

Tax planning

Seismic shift: Government pushes ahead with pension IHT reforms

'Despite these changes, pensions remain incredibly tax-efficient tools'

clock 19 August 2025 • 3 min read