News

Investors fear CGT hike as Sunak vows to get public finances on track

Tax planning

Investors fear CGT hike as Sunak vows to get public finances on track

2020 CGT revenue reached record £9.9bn

clock 05 August 2021 • 2 min read
IFA wins £250k Sky Zero Footprint Fund prize

Companies

IFA wins £250k Sky Zero Footprint Fund prize

Potential remains to win £1m

clock 05 August 2021 • 2 min read
Revealed: Third and final set of shortlists for 2021 Women in Financial Advice Awards

Your profession

Revealed: Third and final set of shortlists for 2021 Women in Financial Advice Awards

Final set of shortlists

clock 04 August 2021 • 4 min read
Adviser at odds with Royal London over guaranteed annuity rate request

Your profession

Adviser at odds with Royal London over guaranteed annuity rate request

Unnecessary delays

clock 04 August 2021 • 5 min read
Advised clients have 'better financial wellbeing' - report

Your profession

Advised clients have 'better financial wellbeing' - report

More financial plans

clock 04 August 2021 • 1 min read
FCA wins Court of Appeal case against Avacade

Regulation

FCA wins Court of Appeal case against Avacade

£91m transferred into SIPPs

clock 04 August 2021 • 2 min read
Revealed: The second set of shortlists for 2021 Women in Financial Advice Awards

Your profession

Revealed: The second set of shortlists for 2021 Women in Financial Advice Awards

Role Model of the Year and more

clock 03 August 2021 • 3 min read
Ascot Lloyd ordered to refund client's ongoing fees

Your profession

Ascot Lloyd ordered to refund client's ongoing fees

Ascot Lloyd has been ordered to refund a former client’s fees after the Financial Ombudsman Service upheld a complaint after claiming they had received nothing in return.

clock 03 August 2021 • 3 min read
Joe Root signs Brewin Dolphin sponsorship deal

Investment

Joe Root signs Brewin Dolphin sponsorship deal

England Test captain signed two-year deal

clock 03 August 2021 • 1 min read
Former Kames CEO joins Saltus as chair

Investment

Former Kames CEO joins Saltus as chair

Previously Waverton chief

clock 03 August 2021 • 1 min read