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Opinion

The gender confidence gap and the impact of advice

Your profession

The gender confidence gap and the impact of advice

When women seek advice the confidence gap closes significantly

clock 20 June 2023 • 4 min read
IHT planning: Trust traps advisers should be aware of

Tax planning

IHT planning: Trust traps advisers should be aware of

Practical matters and tax considerations to consider

clock 19 June 2023 • 4 min read
Unanswered questions around the removal of the lifetime allowance

Pensions

Unanswered questions around the removal of the lifetime allowance

'Unhelpful uncertainty' surrounds the fanfare of abolition

clock 19 June 2023 • 3 min read
Unhappy reading: Why is trust in financial services so low?

Your profession

Unhappy reading: Why is trust in financial services so low?

'Only the utilities sector scored lower in terms of trust'

clock 13 June 2023 • 4 min read
When the bank says no: Could SSAS funds be used instead?

Pensions

When the bank says no: Could SSAS funds be used instead?

SSAS are the forgotten option for pension planning

clock 13 June 2023 • 4 min read
Reform or abolish? Reasons why IHT needs to change

Tax planning

Reform or abolish? Reasons why IHT needs to change

IHT has been called the 'spectre that haunts us alongside death'

clock 13 June 2023 • 4 min read
Could asset managers leave advisers 'out in the cold' as more go direct?

Investment

Could asset managers leave advisers 'out in the cold' as more go direct?

Challenges facing asset management distribution in the UK

clock 12 June 2023 • 4 min read
Will AI resolve the retirement planning conundrum? 

Retirement

Will AI resolve the retirement planning conundrum? 

How would AI seek to optimise its retirement advice?

clock 12 June 2023 • 3 min read
Cash balances — is it time to increase the guarantees?

Pensions

Cash balances — is it time to increase the guarantees?

Depositors and investors look to cash as a safe harbour

clock 12 June 2023 • 4 min read
A look at everything advisers need to know about top slicing relief

Tax planning

A look at everything advisers need to know about top slicing relief

There is a five-step procedure to TSR calculations

clock 09 June 2023 • 4 min read
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