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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Taming IHT: The relevant property regime and discretionary trusts

Tax planning

Taming IHT: The relevant property regime and discretionary trusts

IHT mitigation remains a driver for the creation of trusts

clock 12 September 2024 • 6 min read
Give the clients what they want: Why advisers must embrace tech

Technology

Give the clients what they want: Why advisers must embrace tech

Clients want fast, accessible, and personalised service

clock 12 September 2024 • 4 min read
Cashflow modelling: FCA interest should spur firms to review useage

Your Business

Cashflow modelling: FCA interest should spur firms to review useage

FCA asks firms to review their use of cash-flow modelling

clock 11 September 2024 • 5 min read
PII focus: What providers want to see from IFA policyholders

Your Business

PII focus: What providers want to see from IFA policyholders

Never been more crucial to address client vulnerability effectively

clock 11 September 2024 • 7 min read
'Remarkable breadth': Rethinking risk in emerging markets

Emerging Markets

'Remarkable breadth': Rethinking risk in emerging markets

Emerging and developed market distinctions 'increasingly blurred'

clock 11 September 2024 • 4 min read
Aligning strategic investments and operations: A blueprint for success

Your Business

Aligning strategic investments and operations: A blueprint for success

Leveraging data to make confident decisions

clock 10 September 2024 • 3 min read
Wills: Why control doesn't have to stop on death

Tax planning

Wills: Why control doesn't have to stop on death

'There is nothing like money that can start a family argument'

clock 09 September 2024 • 5 min read
Unpacking ESG funds: Will the new SDR labels really help investors?

Green

Unpacking ESG funds: Will the new SDR labels really help investors?

More jargon-busting work to be done

clock 09 September 2024 • 3 min read
Reader's Choice: The 20 biggest advice articles of the summer

Your profession

Reader's Choice: The 20 biggest advice articles of the summer

Part one: Great Wealth Transfer, Consumer Duty, school fees, CII/PFS warning

clock 09 September 2024 • 4 min read
Reader's choice: The 20 biggest advice articles of the summer

Your profession

Reader's choice: The 20 biggest advice articles of the summer

Part two: Tax under Labour, Chartered changes, pensions, FOS

clock 09 September 2024 • 4 min read
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