Five things your clients will call you about this week

clock

The struggle of finding a mortgage in your forties, families being split apart by inheritance tax disputes and fears around cash held outside the UK safety net...the things your clients will call you about this week.

Mortgages in your forties Finding a mortgage gets harder in your forties, according to a piece in the Telegraph. The article flagged up concerns mortgage companies are "out of step" because they have refused to amend age-related criteria after the scrapping of the default retirement age. Investors missing out Another piece in the Telegraph details how investors have missed out on bumper stock market gains. The euro deal, it writes, has proved a "remarkable fillip" to equities with the FTSE 100 surging over the past couple of weeks. But with fund sales falling in September to their lo...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Partner Insight: Beyond 60/40

Partner Insight: Beyond 60/40

Invesco
clock 25 March 2024 • 5 min read
'Fundamental shift': Why transparent investing really matters

'Fundamental shift': Why transparent investing really matters

‘There needs to be a concerted shift towards greater openness’

Simon Camilleri
clock 18 March 2024 • 4 min read
Partner Insight: Passive and active — the case for both

Partner Insight: Passive and active — the case for both

Invesco
clock 18 March 2024 • 4 min read