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Professional Adviser

Professional Adviser

Articles by Professional Adviser

PA Working Lunches: Last chance to sign up for Glasgow and Chester

Investment

PA Working Lunches: Last chance to sign up for Glasgow and Chester

Join us to hear where a decade of low interest rates have left investors

clock 20 February 2024 • 1 min read
Sustainability Disclosure Requirements: What the regime means for IFAs

Green

Sustainability Disclosure Requirements: What the regime means for IFAs

Sustainability claims must be fair, clear and not misleading

clock 20 February 2024 • 5 min read
Addressing the 'regulatory timebomb' of income security

Income

Addressing the 'regulatory timebomb' of income security

'Advisers remain concerned about the levels of withdrawals'

clock 19 February 2024 • 4 min read
Söderberg CEO: We are building 'true end-to-end adviser solution'

Technology

Söderberg CEO: We are building 'true end-to-end adviser solution'

Technology and integration key to Söderberg & Partners success

clock 19 February 2024 • 3 min read
Springing the tax trap: The high income child benefit charge

Tax planning

Springing the tax trap: The high income child benefit charge

HIBCB tax trap attracting attention as tax year-end appraoches

clock 19 February 2024 • 4 min read
Unwinding home bias: No bottom in sight for UK fund outflows

Investment

Unwinding home bias: No bottom in sight for UK fund outflows

Domestic fund buyers remain reluctant to back UK funds

clock 16 February 2024 • 4 min read
Squaring the circle: How big is the reverse advice gap?

Regulation

Squaring the circle: How big is the reverse advice gap?

FCA must not throw the baby out with the bathwater

clock 16 February 2024 • 5 min read
Shake it off: Why it pays to keep politics out of portfolios

Economics / Markets

Shake it off: Why it pays to keep politics out of portfolios

Taylor Swift and Travis Kelce finally reach the pages of PA

clock 16 February 2024 • 3 min read
Tax law changes bring new complexities to the executor's role

Tax planning

Tax law changes bring new complexities to the executor's role

Executors should be alert to the changes in tax law

clock 15 February 2024 • 4 min read
Can clients 'double dip' on tax-free cash by transferring overseas?

Pensions

Can clients 'double dip' on tax-free cash by transferring overseas?

Rules could shake up the QROPS transfer market

clock 15 February 2024 • 4 min read
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