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Investment

Evelyn Partners CEO Geddes warns of 'stifling' CGT change impact

Tax Planning

Evelyn Partners CEO Geddes warns of 'stifling' CGT change impact

Paul Geddes urges for caution on tax changes

clock 18 October 2024 • 2 min read
Why the Bank of England needs to stop over-sharing

Economics / Markets

Why the Bank of England needs to stop over-sharing

'We are used to the comments of central bankers moving markets'

clock 17 October 2024 • 4 min read
The top ten recommended MPS investments in 2024 so far

Investment

The top ten recommended MPS investments in 2024 so far

MPS expansion ‘has and will undoubtedly continue’, Defaqto insight manager says

clock 16 October 2024 • 2 min read
Confidence in second BoE rate cut soars as inflation falls below 2% for first time since 2021

Economics / Markets

Confidence in second BoE rate cut soars as inflation falls below 2% for first time since 2021

Analysts argue conditions 'appear ripe' for a rate cut in November

clock 16 October 2024 • 2 min read
Record inflows at Tatton drive AUM to £20bn

Investment

Record inflows at Tatton drive AUM to £20bn

Net inflows averaged £305m per month

clock 15 October 2024 • 2 min read
Advice industry split on whether a simplified ISA system is needed

ISAs

Advice industry split on whether a simplified ISA system is needed

Some call for less variations but others say ‘why change it now?’

clock 14 October 2024 • 3 min read
Chartered planning firm links up with Legal & General to offer MPS

DFM & Model Portfolios

Chartered planning firm links up with Legal & General to offer MPS

L&G will provide a range of multi-asset solutions for Blue Sky Financial Planning

clock 10 October 2024 • 2 min read
FCA urged to add ethical funds SDR label

Regulation

FCA urged to add ethical funds SDR label

'We will carry on lobbying to try and change the rules'

clock 07 October 2024 • 1 min read
Financial services must 'avoid ESG acronym' to promote sustainability

Green

Financial services must 'avoid ESG acronym' to promote sustainability

‘Responsibility’ and ‘sustainability’ terms more favourable among clients, association CEO cautions

clock 04 October 2024 • 2 min read
Five-figure LISA penalties add fuel to ISA change calls

ISAs

Five-figure LISA penalties add fuel to ISA change calls

Some savers charged more than £11,000 over LISA withdrawals

clock 03 October 2024 • 3 min read
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