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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 14 Apr 2021
      • ONLINE, ONLINE
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      Professional Adviser ESG Masterclass 2021

      Professional Adviser is excited to launch the new ESG Masterclass, taking place live online from 28th - 29th April 2021. Delegates attending this event will benefit from thought-provoking presentations, informative Q&A sessions and structured CPD hours.

      • Date: 28 Apr 2021
      • Live Online, Live Online
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      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-25 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
      • Online, Online
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      Professional Adviser 360 Conference 2021

      A comprehensive 360-degree view of financial advice underpins PA360 Conference. With an unmissable line-up of dynamic speakers ranged across three streams focusing on what matters most to advisers PA360 will inform, educate and inspire, allowing delegates to meet new service providers and professional partners, and provide invaluable networking opportunities.

      • Date: 07 Oct 2021
      • The Brewery, London
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  • Trending now
  • Nominations open for WIFA 2021
  • Mattioli Woods in £4m acquisition
  • Young British Steel client

Estate planning

Lasting Power of Attorney applications drop 30% during pandemic
  • Estate planning
Lasting Power of Attorney applications drop 30% during pandemic

Not back to pre-pandemic levels

  • 06 April 2021
Not such a taxing day: Claire Trott's round-up of the Treasury's damp squib
  • Tax Planning
Not such a taxing day: Claire Trott's round-up of the Treasury's damp squib

Tax doesn't have to be taxing

  • 23 March 2021
Tax Day: Treasury moves to cut IHT red tape
  • Tax Planning
Tax Day: Treasury moves to cut IHT red tape

Announcments distinct from Budget

  • 23 March 2021
Andy Woollon: Always look on the bright side of life (and estate planning)
  • Estate planning
Andy Woollon: Always look on the bright side of life (and estate planning)

Greetings, pop pickers

  • 26 November 2020
Anna Murdock: How school fees could pay for themselves
  • Estate planning
Anna Murdock: How school fees could pay for themselves

The gift of education

  • 19 November 2020
PA360 Digital: Advisers risk 'destroying business wealth' by ignoring next generation
  • Adviser tips
PA360 Digital: Advisers risk 'destroying business wealth' by ignoring next generation

Follow the assets

  • 08 October 2020
Estate planning inertia: How IFAs can help plug the gap
  • Estate planning
Estate planning inertia: How IFAs can help plug the gap

Covid-19 crisis acts as catalyst

  • 09 June 2020
Equity release market growth stalls in 2019
  • Estate planning
Equity release market growth stalls in 2019

£3.4bn released last year

  • 17 January 2020
Neil MacGillivray: HMRC v Parry & Others - a case of Russian roulette
  • Estate planning
Neil MacGillivray: HMRC v Parry & Others - a case of Russian roulette

Potential IHT liability

  • 10 December 2018
Neil MacGillivray: Don't forget the three golden rules of the 'CLSDB'
  • Estate planning
Neil MacGillivray: Don't forget the three golden rules of the 'CLSDB'

‘Charity lump sum death benefit’

  • 16 October 2018
Robert Gout: LPAs 'essential' for Alzheimer's clients
  • Estate planning
Robert Gout: LPAs 'essential' for Alzheimer's clients

September is World Alzheimer’s Month

  • 25 September 2018
World Alzheimer's Day: 15 steps to protect client cash after dementia
  • Estate planning
World Alzheimer's Day: 15 steps to protect client cash after dementia

Alzheimer’s is the most common cause of dementia

  • 21 September 2018
AIG Life adapts term assurance for IHT planning
  • Estate planning
AIG Life adapts term assurance for IHT planning

Joint life second death option added to relieve tax burden on couples gifting assets

  • 18 September 2018
Ann Stanyer: Are electronic signatures safe for vulnerable clients?
  • Estate planning
Ann Stanyer: Are electronic signatures safe for vulnerable clients?

Has potentially wide implications in estate planning

  • 12 September 2018
'You turn if you want to': Seven notable government policy U-turns
  • Your profession
'You turn if you want to': Seven notable government policy U-turns

LISA and pensions dashboard under threat

  • 02 August 2018
Fiona Heald: The importance of setting up powers of attorney
  • Estate planning
Fiona Heald: The importance of setting up powers of attorney

Advisers can start the conversation

  • 18 July 2018
John Humphreys: Trusts, trust and family wealth planning
  • Estate planning
John Humphreys: Trusts, trust and family wealth planning

IHT understanding 'pretty poor'

  • 03 July 2018
Millennials set to inherit £1.2trn over 30 years
  • Estate planning
Millennials set to inherit £1.2trn over 30 years

5.1 million expecting £50,000 or more

  • 29 June 2018
'Social care premium' on IHT adds to intergenerational inequality - OMW
  • Estate planning
'Social care premium' on IHT adds to intergenerational inequality - OMW

Follows select committee proposals

  • 27 June 2018
Later life advisers must broaden approach to suit client needs
  • Pensions
Later life advisers must broaden approach to suit client needs

Later Life Adviser Conference

  • 22 June 2018
Revealed: All the winners of the Retirement Planner Awards 2018
  • Equity release
Revealed: All the winners of the Retirement Planner Awards 2018

Announced on 15 June

  • 15 June 2018
Power of attorney: Three key points to share with clients
  • Estate planning
Power of attorney: Three key points to share with clients

Increase in OPG investigations

  • 14 June 2018
GrowthInvest launches IHT and 'alternatives' on platform
  • Tax planning
GrowthInvest launches IHT and 'alternatives' on platform

Joins EIS and VCT products on platform

  • 12 June 2018
Passing on ISAs: What advisers need to know 
  • Estate planning
Passing on ISAs: What advisers need to know 

ISAs cannot be held in trust

  • 31 May 2018
123

Most read

One of the youngest British Steel victims: 24-year-old tells transfer tale
One of the youngest British Steel victims: 24-year-old tells transfer tale
Scottish Friendly CEO Jim Galbraith dies
Scottish Friendly CEO Jim Galbraith dies
Fidelius Group acquires Bath-based IFA
Fidelius Group acquires Bath-based IFA
Praemium opens Edinburgh office; hopes to make 20 hires in 2021
Praemium opens Edinburgh office; hopes to make 20 hires in 2021
Mattioli Woods buys Pole Arnold Financial Management for initial £4m
Mattioli Woods buys Pole Arnold Financial Management for initial £4m
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