by Danby Bloch | 01 November 2024 | UK Financial Advisers
The Budget introduces significant inheritance tax (IHT) changes that will impact financial advisers, platforms, wealth managers, and asset managers. Life insurers, however, may benefit most. Key IHT adjustments include: • Limiting pensions as IHT avoidance tools,...
by Danby Bloch | 29 October 2021 | UK Financial Advisers
The post-budget landscape features much higher inflation and taxes – both of which will challenge investors looking for income from their pensions and other investments. Their asset managers, wealth managers and financial advisers now need to take stock and see...
by Danby Bloch | 31 July 2020 | Bespoke, UK Financial Advisers
At Platforum we examined intergenerational financial planning in one long-established wealth management firm – Charles Stanley – where they have numerous examples of looking after five or six generations and more. Platforum researched and wrote the Book of Stories for...
by Danby Bloch | 24 November 2017 | Archive
Tucked away in spreadsheet Phil’s Budget were a few nuggets – good and bad – that will impact on the retail financial services industry and its clients. UK life assurance bonds (and endowment policies) have now become a tad less tax efficient with the abolition of...
by Danby Bloch | 10 November 2017 | Archive
MiFID II will concentrate financial advisers’ minds wonderfully on how they charge their clients on an ongoing basis – and how they present those charges. Anecdotal evidence strongly suggests that most advisers haven’t yet woken up to their new responsibilities with...
