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Your profession

Are advisers prepared for the next generation of wealth owners?

Your profession

Are advisers prepared for the next generation of wealth owners?

‘There are risks of not preparing and rewards of grasping the opportunity’

clock 22 August 2023 • 6 min read
Advisers suffer technical issues taking online level 6 diploma 

Your profession

Advisers suffer technical issues taking online level 6 diploma 

Eight students unable to complete level 6 managing investments exam

clock 22 August 2023 • 1 min read
Finalise LTA abolition rules by October, warns ACA

Your profession

Finalise LTA abolition rules by October, warns ACA

ACA warns of "unintended outcomes" if draft legislation is not finalised

clock 22 August 2023 • 2 min read
Treasury collects £2.6bn in 13 weeks as IHT receipts rise

Your profession

Treasury collects £2.6bn in 13 weeks as IHT receipts rise

Fuelled by record June receipts and rising interest rates

clock 22 August 2023 • 1 min read
Annuity sales surpass record levels in first half of 2023

Your profession

Annuity sales surpass record levels in first half of 2023

Annuity sales increased by 100% compared to H1 2022

clock 21 August 2023 • 2 min read
Ascot Lloyd records £80.6m revenue in 2022 aided by six acquisitions

Your profession

Ascot Lloyd records £80.6m revenue in 2022 aided by six acquisitions

The national IFA is seeking to expand its UK footprint

clock 21 August 2023 • 1 min read
Evelyn Partners relocates Bristol office to landmark eco building

Your profession

Evelyn Partners relocates Bristol office to landmark eco building

The office will support the firm's 250 team members based in the city

clock 21 August 2023 • 2 min read
Tenet ARs to move to Openwork after review lays bare revenue issues

Your profession

Tenet ARs to move to Openwork after review lays bare revenue issues

Appointed representatives to be ‘offered a fully supported transfers’

clock 21 August 2023 • 2 min read
Editor's View: The interest around the FSCS's work in Wales

Adviser tips

Editor's View: The interest around the FSCS's work in Wales

The editor's Friday Night Takeaway from 18 August

clock 18 August 2023 • 1 min read
Delivering the intergenerational financial advice win-win

Your profession

Delivering the intergenerational financial advice win-win

Tax-efficient accumulation, decumulation and transfer of wealth

clock 17 August 2023 • 7 min read
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