Jonathan Simmons: Three adviser challenges in the 'inheritance economy'
IHT to double by 2030
Jonathan Simmons looks at the three biggest challenges advisers face when dealing with the delicate subject of IHT
We are living in an ageing society. In the UK, it is estimated that 1.2% of the British population passes away each year. This equates to over 750,000 people per annum - and deaths are expected to rise...
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Jack Rose: EIS's role in answering tomorrow's challenges
For the first time in a quite a while we have a certain degree of political certainty, writes Jack Rose. And, with that clarity, perhaps a clearer picture of the road ahead…
FSCS campaign instigator IFA David Penney talks levy reform
It's The Pro Adviser Podcast
Neil MacGillivray: The tax quirks of jointly held investments between spouses
While tax planning is relatively easy where investments are held in an individual’s own name, on Valentine's Day Neil MacGillivray says great care is needed when it comes to jointly held investments between spouses...
NextGen Planners member and adviser raises £1m for his old school
Wanted to give back
Quilter hires ex-SJP man as South West regional boss
Responsible for recruiting new advisers
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Absence of advisers on FCA register impacting adviser comparison sites
Criticism of FCA register post SMCR
Jack Rose: EIS's role in answering tomorrow's challenges
For the first time in a quite a while we have a certain degree of political certainty, writes Jack Rose. And, with that clarity, perhaps a clearer picture of the road ahead…
Lindsell Train 'took advantage' of coronavirus sell-off panic
Added to Asia and luxury spending holdings in UK and global equity funds
FSCS campaign instigator IFA David Penney talks levy reform
It's The Pro Adviser Podcast
Neil MacGillivray: The tax quirks of jointly held investments between spouses
While tax planning is relatively easy where investments are held in an individual’s own name, on Valentine's Day Neil MacGillivray says great care is needed when it comes to jointly held investments between spouses...
