Continuing my theme of looking at how the new inheritance tax (IHT) regime on trusts will affect the...
Lobbying on behalf of members and developing chartered financial planner status are some of the challenges Tim Eadon has set himself as chief executive of the Personal Finance Society.
Paul Edmondson, partner in the financial services division of CMS Cameron McKenna , explains financial advisers need to take MiFID seriously as its arrival could require a reassessment of the existing client base.
Whereas people would in the past have sought to pay off their mortgages well before retirement, evidence today suggests the pressures of modern life are leading people to hold mortgages much later in life.