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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: 10 Mar 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
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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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      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
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  • Trending now
  • Sunak freezes LTA
  • Preparing for ESG changes
  • SJP plans 200 job cuts

Estate planning

Will writing: Five things clients should keep in mind
  • Tax planning
Will writing: Five things clients should keep in mind

Getting your house in order

  • 02 March 2018
Govt must act to stop rising elderly financial abuse - lawyer
  • Estate planning
Govt must act to stop rising elderly financial abuse - lawyer

Increase in lasting power of attorney fraud

  • 20 February 2018
Chancellor calls for IHT review to simplify system
  • Tax planning
Chancellor calls for IHT review to simplify system

'Well overdue,' says tax expert

  • 30 January 2018
Guinness launches Best of AIM fund
  • Tax planning
Guinness launches Best of AIM fund

£40,000 minimum subscription

  • 24 January 2018
Retirement Planner Awards 2018 now open for entries
  • Pensions
Retirement Planner Awards 2018 now open for entries

Deadline Friday 6 April

  • 23 January 2018
AIM-ISAs and estate planning: Exploring the IHT benefits
  • ISAs
AIM-ISAs and estate planning: Exploring the IHT benefits

Have cash ISAs finally outlived their usefulness?

  • 08 September 2016
IHT planning now a major growth area for advisers - research
  • Estate planning
IHT planning now a major growth area for advisers - research

HMRC data shows IHT receipts more than doubling in five years

  • 25 July 2016
Limiting IHT: Don't let the tax tail wag the investment dog
  • Tax Planning
Limiting IHT: Don't let the tax tail wag the investment dog

'BPR investments are fantastic but generally in small doses'

  • 20 July 2016
IHT changes: Passing on the family home isn't as easy as it sounds
  • Tax planning
IHT changes: Passing on the family home isn't as easy as it sounds

Simon Ruthers looks at the main residence nil rate band

  • 03 June 2016
Retirement tax planning: A service, not a product
  • Estate planning
Retirement tax planning: A service, not a product

Money well spent

  • 02 June 2016
Why financial advisers are better architects than builders
  • Managed solutions
Why financial advisers are better architects than builders

Lawrence Cook explains his logic

  • 11 May 2016
Way Group aims to cut IHT bills with managed portfolio plan
  • Estate planning
Way Group aims to cut IHT bills with managed portfolio plan

More people creeping into IHT 'trap'

  • 03 May 2016
Trouble ahead? IHT changes could trigger discretionary trust problems
  • Estate planning
Trouble ahead? IHT changes could trigger discretionary trust problems

Will clauses need revisiting

  • 29 April 2016
How valuable are added benefits on protection policies?
  • Protection
How valuable are added benefits on protection policies?

The policy becomes more than a possible payout

  • 28 April 2016
Calling all advisers: Enter the Retirement Planner Awards 2016
  • Income
Calling all advisers: Enter the Retirement Planner Awards 2016

Deadline for submission 6 May

  • 11 April 2016
PM's tax planning is 'natural response' to heavy UK regulation, IHT expert says
  • Estate planning
PM's tax planning is 'natural response' to heavy UK regulation, IHT expert says

Media coverage dismissed as a 'storm in a teacup'

  • 11 April 2016
Why has second citizenship been growing in the last decade?
  • Estate planning
Why has second citizenship been growing in the last decade?

The Caribbean remains the region of choice

  • 11 April 2016
Budget 2016 predictions for advisers 
  • Regulation
Budget 2016 predictions for advisers 

Chancellor to speak on Wednesday 16 March

  • 14 March 2016
SOLLA aims to boost accredited advisers by 40% this year
  • Pensions
SOLLA aims to boost accredited advisers by 40% this year

Later life advice market 'increasingly competitive', chairman says

  • 28 February 2016
Gifting: A handy guide for advisers
  • Tax Planning
Gifting: A handy guide for advisers

Restrictions and limitations apply

  • 14 January 2016
  • Tax planning
Unnecessary punishment: Ill-health pension transfers risk IHT trap

IHT technicality could hit people with impaired life expectancy

  • 23 November 2015
  • Business models
Client satisfaction: Why professional tie-ups trump robo-advice

Comprehensive personal service results in happy clients

  • 13 November 2015
  • Equity release
Why advisers should think differently about equity release

RTBQ. Four letters to live by.

  • 09 November 2015
Baby boomers... the 'inbetweeners' of pension planning
  • Equity release
Baby boomers... the 'inbetweeners' of pension planning

Briding the gap between expectation and preparation

  • 29 October 2015
123

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