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

Wealth Club launches UK's first private markets SIPP

Wealth Club launches UK's first private markets SIPP

45% income tax relief

Patrick Brusnahan
clock 24 March 2026 • 1 min read
Rebalancing act: Sometimes doing very little in portfolio management is the hardest thing to do

Rebalancing act: Sometimes doing very little in portfolio management is the hardest thing to do

'More often, it's the quieter disciplines that matter most'

Phillip Young
clock 23 March 2026 • 3 min read
Crypto investors receive 40 times more HMRC tax warnings than stock traders

Crypto investors receive 40 times more HMRC tax warnings than stock traders

Data shows enforcement activity shift

clock 19 March 2026 • 2 min read