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Professional Adviser

Professional Adviser

Articles by Professional Adviser

David Coombs: How to stop the exodus to Uncle Sam

Investment

David Coombs: How to stop the exodus to Uncle Sam

What's needed to stem the flow of UK companies rushing to list abroad?

clock 16 May 2024 • 3 min read
Extending the SDR regime to portfolio management

Regulation

Extending the SDR regime to portfolio management

FCA recently published its consultation paper on extending the SDR

clock 14 May 2024 • 5 min read
CGT: Clients need 'different wrappers at different times'

Tax planning

CGT: Clients need 'different wrappers at different times'

A platform offers the opportunity to invest in multiple tax wrappers

clock 14 May 2024 • 4 min read
Stable, long-term returns: Three reasons to invest in private credit

Investment

Stable, long-term returns: Three reasons to invest in private credit

'Private credit has emerged as an attractive opportunity for investors'

clock 14 May 2024 • 4 min read
Ten common investment mistakes to discuss with clients

Investment

Ten common investment mistakes to discuss with clients

Seeking professional financial advice builds investment confidence

clock 13 May 2024 • 4 min read
FCA Retirement Income Advice Review — what needs to change

Retirement income

FCA Retirement Income Advice Review — what needs to change

'Advice firms should make sure they’re meeting the review standards'

clock 13 May 2024 • 4 min read
Retirement income: Why the '4% rule' does not work for the UK

Income

Retirement income: Why the '4% rule' does not work for the UK

Does the 4% rule have a place in UK retirement planning?

clock 10 May 2024 • 3 min read
Andrew Goodwin: Financial advice and the Evangelista effect

Your profession

Andrew Goodwin: Financial advice and the Evangelista effect

'Future of advice lies in independence, approachability and affordability'

clock 10 May 2024 • 4 min read
Legal insight: A guide to the division of pensions on divorce

Pensions

Legal insight: A guide to the division of pensions on divorce

'Even a modest DB pension can be worth more than the family home'

clock 09 May 2024 • 4 min read
Stress-testing at the core of suitable retirement income planning

Income

Stress-testing at the core of suitable retirement income planning

'How not to stress-test a withdrawal plan needs to be understood'

clock 09 May 2024 • 5 min read
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