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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: 24 Feb 2021
      • ONLINE, ONLINE
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      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
      • ONLINE, ONLINE
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      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
      • ONLINE, ONLINE
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      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-24 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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  • Trending now
  • CII certificates go paperless
  • 4,000 firms could fail
  • 2021 PA Awards deadline 15th

Estate planning

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
LPA 'crisis' leaves 1.7 million drawdown retirees at risk
  • Estate planning
LPA 'crisis' leaves 1.7 million drawdown retirees at risk

More important since pension freedoms

  • 23 May 2018
PA360: Understand power of attorney to set your business apart - SOLLA
  • Estate planning
PA360: Understand power of attorney to set your business apart - SOLLA

Take account of care

  • 08 May 2018
IHT: Seven ways to help clients beat the tax trap
  • Tax Planning
IHT: Seven ways to help clients beat the tax trap

‘Most unjust and hated of all taxes’

  • 09 March 2018
123

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Fidelity joins the party: How vertically integrated firms are shaping up in 2021
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Advisers to be levied £240m again as FSCS announces £1bn overall levy
Advisers to be levied £240m again as FSCS announces £1bn overall levy
FCA denies 12 advice firms authorisation following phoenixing suspicions
FCA denies 12 advice firms authorisation following phoenixing suspicions
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