The recent Budget announcement introduces inheritance tax on pensions from 2027, sparking significant interest in annuities.Current trends already show a surge in annuities, with a 59%…
Lucanet, a prominent name in CFO-led SaaS solutions, has strategically acquired Causal, a leader in financial planning and analysis. This acquisition marks a significant expansion of…
The Autumn Budget 2024 introduces substantial changes to Stamp Duty and Capital Gains Tax (CGT), raising important considerations for older individuals planning their finances.Experts emphasise the…
The Autumn Budget 2024 reveals a significant shift in private education funding.As of 1 January 2025, private school fees will incur a 20% VAT charge.Business rate…
Equity Release Group highlights that despite growing confidence, a full market recovery is still distant.ERG’s enquiries increased significantly, with a 102% rise in lead volume and…
With a notable increase in industry enquiries, optimism surrounds the later life lending market.Equity Release Group reports a 102% rise in lead volume and a 52%…
The latest findings from the Equity Release Council indicate a positive shift in the market, observing growth over two consecutive quarters for the first time in…
Cashflow modelling is unveiled as more than merely providing clients with a report, shedding light on its comprehensive benefits.Industry experts highlighted its role in aligning financial…
Conquest Planning and PlannrCRM have joined forces to enhance financial advisers’ workflows and client satisfaction.This collaboration focuses on integrating both platforms for more efficient financial planning…
Philanthropy is increasingly prevalent among clients, influencing financial advisory services.Engaging clients in philanthropy can prevent them from outgrowing their service providers.Philanthropy serves as a vehicle for…
