How do you get clients to pay for something they've never heard of?

Three advisers share their personal stories on why they decided to turn their back on products and make the switch into financial life planning.

Thousands of ‘accidental Americans' could be unwittingly caught by the Foreign Accounting and Tax Compliance Act (FATCA) from July, leaving them exposed to US tax liabilities, Vestra Wealth has warned.

The Office for Budget Responsibility (OBR) has revised its calculation of how much inheritance tax will be paid between now and 2018 by £800m, just three months after it last issued the figures.

National advice firm the Lighthouse group has reported a pre-tax loss of £1.6m for 2013 in a marked improvement on the previous year despite falling adviser numbers and a £310,000 provision for consumer redress.

Matthew Ames, son of troubled overseas property company Harlequin's chairman David Ames, has been jailed for 40 months for cheating investors out of £1.6m via an elaborate Ponzi scheme.

The unseen side of financial advice

National wealth manager and IFA acquirer Bellpenny has completed its biggest acquisition to date with the purchase of MDM Associates, adding a further £322m to its funds under management (FUM).

Millions of savers can claim back some of the tax paid on the interest they earn in bank and building society accounts if they act quickly.

The US Federal Reserve chairman Janet Yellen has hinted that interest rates in the US could start to rise in early 2015.