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opinion

Illogical, impenetrable and irrelevant: The UK's IHT tax maze

Tax planning

Illogical, impenetrable and irrelevant: The UK's IHT tax maze

IHT is key battleground in forthcoming general election

clock 06 October 2023 • 5 min read
Bringing protection to the forefront of client conversations

Protection

Bringing protection to the forefront of client conversations

Client reviews can also be protection ‘check-ins

clock 06 October 2023 • 4 min read
What is the 'endgame' for US smaller companies?

Investment

What is the 'endgame' for US smaller companies?

A well-traded and liquid asset class full of opportunities

clock 02 October 2023 • 4 min read
Taking my own advice: Neil MacGillivray on his impending retirement

Your profession

Taking my own advice: Neil MacGillivray on his impending retirement

'A bit of soul searching and putting theory into practice'

clock 02 October 2023 • 4 min read
'Worst it's ever been': Protection advisers lament insurer service

Protection

'Worst it's ever been': Protection advisers lament insurer service

‘Creaking systems’ and lack of investment under the spotlight

clock 28 September 2023 • 4 min read
Peer-to-peer market grows as advisers seek further diversification

Property Investment

Peer-to-peer market grows as advisers seek further diversification

Exploring Defaqto data on peer-to-peer market

clock 22 September 2023 • 4 min read
Why it pays to be nimble in the fixed interest market

Fixed Income

Why it pays to be nimble in the fixed interest market

Agility and active management needed when 'the chips are down'

clock 21 September 2023 • 4 min read
Why grandparents can be 'trusted' with school fees

Tax planning

Why grandparents can be 'trusted' with school fees

What advisers need to know about discretionary trusts and IHT

clock 20 September 2023 • 4 min read
Ethical investing concerns: Has ESG gone off the rails?

Green

Ethical investing concerns: Has ESG gone off the rails?

Investment manager questions ESG's direction of travel

clock 19 September 2023 • 3 min read
What to do about pensions, divorce and the planning problem

Pensions

What to do about pensions, divorce and the planning problem

Pensions are often forgotten in the divorce process...

clock 18 September 2023 • 4 min read
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