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Professional Adviser

Professional Adviser

Articles by Professional Adviser

IHT:  All the options for reducing clients' taxable estates

Tax planning

IHT: All the options for reducing clients' taxable estates

'Clients can make gifts to trusts to reduce the taxable estate'

clock 09 June 2025 • 5 min read
Aviva-owned General Accident cancels preference shares

Companies

Aviva-owned General Accident cancels preference shares

Aviva also cancelled large amount of preference shares

clock 09 June 2025 • 2 min read
Professional Adviser TV: Behavioural psych to 'rapidly' become an advice essential

Your profession

Professional Adviser TV: Behavioural psych to 'rapidly' become an advice essential

Dan Haylett and Louis Williams discuss the future of behavioural finance

clock 06 June 2025 • 1 min read
How financial intermediaries achieve a successful succession

Your Business

How financial intermediaries achieve a successful succession

'In the early stages there should be both a strategic plan and a business plan'

clock 05 June 2025 • 5 min read
Schroders UK Platform Awards 2025: Entry closing date fast approaching!

Wrap/platforms

Schroders UK Platform Awards 2025: Entry closing date fast approaching!

Shortlists will be published in early July

clock 05 June 2025 • 1 min read
Why we plan holidays, not retirements: Changing the client conversation

Retirement

Why we plan holidays, not retirements: Changing the client conversation

'This is scary for us as an industry but even more scary for us as a nation'

clock 04 June 2025 • 4 min read
Future of Investment Festival: Last chance to register for tomorrow!

Your profession

Future of Investment Festival: Last chance to register for tomorrow!

4 June, Convene 155 Bishopsgate, London

clock 03 June 2025 • 1 min read
Alternative investment fund managers regime reforms - a more proportionate approach?

Alternative Investments

Alternative investment fund managers regime reforms - a more proportionate approach?

'Dramatic difference' in firms' compliance burden under current regime

clock 03 June 2025 • 4 min read
DEI backlash: Why silence is the biggest risk to reputation

Your profession

DEI backlash: Why silence is the biggest risk to reputation

'Retreating or staying silent isn't the safe option that many leaders think it is'

clock 02 June 2025 • 4 min read
Challenge the system: Why it's time for transparency in tech

Technology

Challenge the system: Why it's time for transparency in tech

'Because when systems fail, it’s not code that suffers. It’s people'

clock 02 June 2025 • 3 min read
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