Quilter

Industry Voice: Identifying the right households to speak to about gifting

Adviser tips

Industry Voice: Identifying the right households to speak to about gifting

Opportunities exist for more structured gifting plans if households and families understand the long-term impact gifting can have.

clock 19 July 2021 • 4 min read
Lifetime ISA exit charges more than triple during lockdown

Investment

Lifetime ISA exit charges more than triple during lockdown

FOI request

clock 12 July 2021 • 2 min read
Quilter hires head of inclusion and wellbeing

People

Quilter hires head of inclusion and wellbeing

Replaces Kate Richardson

clock 17 June 2021 • 1 min read
Legacy Caerus SIPP complaint sees Quilter compensate client

Your profession

Legacy Caerus SIPP complaint sees Quilter compensate client

Missed out on investment gains

clock 27 May 2021 • 4 min read
NHS staff breaching annual allowance reach for scheme pay options

Retirement

NHS staff breaching annual allowance reach for scheme pay options

38% with scheme pays option breached AA

clock 24 May 2021 • 2 min read
CGT changes: Breathing space welcomed for divorcees and homeowners

Tax planning

CGT changes: Breathing space welcomed for divorcees and homeowners

OTS’s report short of calling for complete reform

clock 21 May 2021 • 4 min read
Queen's Speech: Social care a 'thorny issue' for government

Your profession

Queen's Speech: Social care a 'thorny issue' for government

Delivered today

clock 11 May 2021 • 3 min read
Quilter platform flows hit record £1bn in March

Companies

Quilter platform flows hit record £1bn in March

'Beating heart of businesss'

clock 21 April 2021 • 1 min read
Ditch complex rise in normal minimum pension age - Quilter

Retirement

Ditch complex rise in normal minimum pension age - Quilter

'Unintended complexity'

clock 09 April 2021 •
Lasting Power of Attorney applications drop 30% during pandemic

Estate planning

Lasting Power of Attorney applications drop 30% during pandemic

Not back to pre-pandemic levels

clock 06 April 2021 •
Most read
01

Govt tweaks CGT regime but leaves IHT untouched for now

30 November 2021 • 9 min read
02

FCA removes all permissions from IFA firm after adviser convicted for child grooming

26 November 2021 • 2 min read
03

FCA set to almost double minimum fee

30 November 2021 • 2 min read
04

Attitudes to ongoing fees look set to remain despite FCA push

02 December 2021 • 4 min read
05

intelliflo apologises to advisers over slow systems

01 December 2021 • 4 min read