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Opinion

Planner or adviser? Why retirement  demands careful planning

Retirement

Planner or adviser? Why retirement demands careful planning

A more planning-oriented approach demonstrates the value of advice

clock 31 October 2023 • 4 min read
Talking to clients about cohabitation, intestacy and inheritance

Tax planning

Talking to clients about cohabitation, intestacy and inheritance

7.2 million adults live as part of a cohabiting couple in the UK

clock 30 October 2023 • 4 min read
Taking a stand: Why industry must act now to save SSAS

Pensions

Taking a stand: Why industry must act now to save SSAS

'Now is the time to voice your concerns and respond to the review'

clock 27 October 2023 • 3 min read
Client demand for circular economy investment unabated 

Green

Client demand for circular economy investment unabated 

Aligns with growing consumer demand for sustainable practices

clock 27 October 2023 • 4 min read
Power of attorney: A powerful position not to be taken lightly

Tax planning

Power of attorney: A powerful position not to be taken lightly

Application process streamlined but onerous role unchanged

clock 26 October 2023 • 4 min read
Destination UK: Tax tips and relocation advice to share with clients

Tax planning

Destination UK: Tax tips and relocation advice to share with clients

For HNWs, business owners, entrepreneurs and families

clock 25 October 2023 • 12 min read
Investment advisory in digital assets: Next step for financial institutions

Investment

Investment advisory in digital assets: Next step for financial institutions

'Advisers are still reluctant to include highly volatile digital assets'

clock 25 October 2023 • 5 min read
FCA Retirement Income Review creates golden opportunity in advice

Regulation

FCA Retirement Income Review creates golden opportunity in advice

Important milestone to a more accessible advice regime

clock 25 October 2023 • 4 min read
Socio-economic background: A key concern for advisers?

Regulation

Socio-economic background: A key concern for advisers?

FCA considers D&I to be crucial to better decision-making in firms

clock 24 October 2023 • 5 min read
Bitter taste: DC default savers left nursing heavy losses

Pensions

Bitter taste: DC default savers left nursing heavy losses

Long-lasting effects of rising bond yields for pension savers

clock 24 October 2023 • 4 min read
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