professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

News

7IM acquires Rockhold Asset Management to expand MPS proposition

DFM & Model Portfolios

7IM acquires Rockhold Asset Management to expand MPS proposition

MPS offering will now have more than £10bn under management

clock 01 November 2024 • 2 min read
Budget M&A impact: 'We completed three deals' the day before

Your Business

Budget M&A impact: 'We completed three deals' the day before

Advice firms pushed to get deals in before 30 October CGT changes

clock 31 October 2024 • 3 min read
Pensions IHT exemption removal 'will come as a blow'

Your profession

Pensions IHT exemption removal 'will come as a blow'

'Removal of IHT exemption will result in a double tax hit for beneficiaries'

clock 31 October 2024 • 2 min read
FCA bans and fines two over pensions transfer advice

Regulation

FCA bans and fines two over pensions transfer advice

'Poor advice' related to BSPS transfers and other schemes

clock 31 October 2024 • 2 min read
What's keeping financial advisers awake this Halloween?

Your profession

What's keeping financial advisers awake this Halloween?

Four experts highlight what might be spooking advisers this year

clock 31 October 2024 • 3 min read
Changes to pensions and IHT rules will be a 'bureaucratic nightmare' for families

Your profession

Changes to pensions and IHT rules will be a 'bureaucratic nightmare' for families

LCP says changes announced in Autumn Budget will ‘greatly’ add to the burden families face

clock 31 October 2024 • 3 min read
Advice firm partners with Multiply AI to 'revolutionise' annual review process

Your Business

Advice firm partners with Multiply AI to 'revolutionise' annual review process

Advanta Wealth is Multiply AI’s latest client

clock 31 October 2024 • 2 min read
Budget end to overseas pensions 'loophole' could cause 'chaos'

Pensions

Budget end to overseas pensions 'loophole' could cause 'chaos'

OTC applies to more transfers under changes

clock 31 October 2024 • 2 min read
Labour's tax clampdown sparks fraud investigations 'spike' warning

Tax planning

Labour's tax clampdown sparks fraud investigations 'spike' warning

High-income individuals could look to ‘illegal tactics’, crime specialist says

clock 31 October 2024 • 2 min read
Pensions tax-free cash untouched – but what about those who acted pre-Budget?

Pensions

Pensions tax-free cash untouched – but what about those who acted pre-Budget?

No lump sum change should be ‘welcomed’ but damage cannot be undone

clock 31 October 2024 • 5 min read
111112113
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&section=news