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opinion

How diversification can support the value of a client's legacy

Tax Planning

How diversification can support the value of a client's legacy

Diversification is one of the foundations of financial planning

clock 20 December 2022 • 3 min read
Gifting and IHT — a look at everything advisers need to know

Tax planning

Gifting and IHT — a look at everything advisers need to know

Surprising tax implications of a gift to a long-term partner

clock 19 December 2022 • 4 min read
Would your clients benefit from wealth counselling?

Your Business

Would your clients benefit from wealth counselling?

Planning has evolved beyond transactional financial advice

clock 15 December 2022 • 4 min read
A look at how to run a watertight, risk-free redundancy exercise

Your Business

A look at how to run a watertight, risk-free redundancy exercise

Consultation is an important part of the redundancy process

clock 13 December 2022 • 5 min read
Ten questions to ask your client before offering financial advice

Your profession

Ten questions to ask your client before offering financial advice

The EFPA says the client and adviser 'must work hand in hand'

clock 13 December 2022 • 7 min read
Simplifed advice: Are we on the way to another advice scandal?

Your profession

Simplifed advice: Are we on the way to another advice scandal?

Chartered financial planner sets out simplified advice plan

clock 08 December 2022 • 4 min read
Alarm bells not jingle bells for vulnerable clients

Technology

Alarm bells not jingle bells for vulnerable clients

'We're facing pressure on household finances not seen for a generation'

clock 08 December 2022 • 5 min read
Cost of living crisis: Act now to take control of personal finances

Your profession

Cost of living crisis: Act now to take control of personal finances

PFS president urges people to be brutally honest with themselves

clock 09 November 2022 • 3 min read
Janine Hofer-Wittwer: MiFID II meets ESG and EU regulation

Regulation

Janine Hofer-Wittwer: MiFID II meets ESG and EU regulation

Tight time frame

clock 09 August 2022 • 3 min read
Former UN climate chief: HSBC speech 'one of the most irresponsible public statements heard in years'

Investment

Former UN climate chief: HSBC speech 'one of the most irresponsible public statements heard in years'

'Deep damage' for HSBC

clock 25 May 2022 • 3 min read
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