by Mariam Pourshoushtari | 14 February 2025 | UK Financial Advisers
The pension inheritance tax changes were front of mind for many advisers in Platforum’s recent roundtable discussions. Advisers are grappling with the most significant changes to their tax planning strategies since pension freedoms. As one adviser succinctly put it,...
by Millie Bertola | 10 January 2025 | UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
The rise of young investors has emerged as one of the most exciting developments in UK investing in recent years. In 2024, 38% of 18-25-year-olds reported holding investments, the highest proportion across age groups. Most invest modest amounts (often less than...
by Mariam Pourshoushtari | 06 December 2024 | UK Financial Advisers
Advisers are fed up that their technology isn’t joined up. But this problem of poor integration is gradually improving as we reveal in our latest report UK Financial Advisers: Adviser Technology. Poor systems integration is a longstanding bugbear for advisers, because...
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 Richard Bradley | 14 October 2024 | UK Financial Advisers
The FCA’s latest Dear CEO letter landed last week and sent a shot across consolidators’ bows. But it was the part where the regulator yet again raises the issue of ongoing advice that caught our attention. The FCA has repeatedly expressed concerns that advisers...
by Mariam Pourshoushtari | 27 September 2024 | UK Financial Advisers
Advice firms look after more clients and more assets than ever before. Contrary to popular belief, adviser numbers have risen since 2016, although much too slowly to keep pace with demand. Despite economic and regulatory challenges, advice business has proved to be...
