The recent Autumn Budget 2024 introduced unexpected changes, particularly the inclusion of pensions under inheritance tax (IHT) from 2027, catching many off guard.Chancellor Rachel Reeves’s focus…
As 2024 unfolds, UK financial advisers face a landscape filled with challenges and opportunities.The new government introduces regulatory changes, influencing financial advice strategies.Inflation shows signs of…
Financial advisers are urged to bridge the advice gap.FCA Director Graeme Reynolds emphasises the importance of supporting vulnerable clients.Over £430 billion in assets remain underutilised amongst…
The increased utilisation of Model Portfolio Services (MPS) is predicted to create significant challenges for investment platforms, according to Equisoft.A substantial 69% of UK financial advisers…
Recent research highlights the increasing influence of Capital Gains Tax (CGT) functionality on platform choices among financial advisers.A majority of advisers report that CGT support is…
The Consumer Duty has revitalised interest in protection among financial advisers across the UK. Key findings from AMI’s 2024 Protection Viewpoint Report highlight significant changes in…
Financial advisers are prioritising cost over risk profiles when selecting between fund of funds and managed portfolio services, according to new research.30% of advisers focus on…
At the recent CISI Financial Planning Conference, experts discussed the role of financial advisers compared to financial coaches.The debate highlighted potential pitfalls when financial advisers take…
Recent assessments reveal an uptick in career satisfaction among financial advisers this year.The 2024 IFA DNA report by NextWealth shows 83% of advisers are satisfied with…
A significant portion of advisers anticipate an increase in ongoing advice charges over the next three years.According to Fidelity Adviser Solutions, 39% of advisers expect an…
