News
Transact launches flexible reversionary trust ahead of 2027 IHT changes
4+ hour ago (35+ words) News editor at Professional Adviser Advertising watchdog cracks down on five gold investment ads To cover stamp duty, National Insurance, IHT and CGT Increased risk of interest accruing on IHT 'The draft clause was nonsensical'...
Supporting high-net-worth families through conflict
2+ week, 2+ day ago (86+ words) Professional Adviser For IFAs working with high-net-worth clients, the technical planning can sometimes feel like the easy part The harder work, the conversations that determine whether carefully constructed plans actually hold together, often happens around the dinner table, or increasingly,…...
Pensions and divorce: Where advisers can add the most value
4+ week, 2+ day ago (98+ words) Professional Adviser In divorce cases, the family home is often treated as the main prize, while pensions are left as an afterthought For advisers, that imbalance can be one of the most important warning signs For many clients, the pension…...
Succession Wealth told to pay compensation over incorrect advice after pension IHT proposals
1+ mon, 3+ hour ago (49+ words) News editor at Professional Adviser Consumer Duty driving advisers to justify and evidence fee increases M&G's Pru Fund posts "100m net outflows in Q1 FOS decision notice stated advice caused client "distress" and "upset" Gears up for third-party adviser platforms launch…...
The estate planning 'triple whammy' clients don't know about
1+ mon, 3+ hour ago (99+ words) Professional Adviser Since 6 April 2026, reforms to Business Relief have reshaped the inheritance tax treatment of both unquoted shares and AIM shares Qualifying unquoted shares attract 100% relief up to the new "2. 5m allowance, with 50% relief applying above that level, while AIM shares…...
How advisers can support clients through market volatility
1+ mon, 3+ day ago (41+ words) Senior reporter at Professional Adviser FCA to launch multi-firm review looking at bereavement processes Quilter adds eight ARs to advice network Raising money for Lifeshare Cross-border rules create a plethora of pitfalls To attract, develop and retain new talent...
Average adviser age falls to late 40s
1+ mon, 2+ week ago (45+ words) Senior reporter at Professional Adviser Advisory AI launches rebrand amid 'record' growth Francis Clark Financial Planning achieves B Corp status Joint liquidators to contact HDH Investment Services clients Firms that the FSCS has confirmed as failed since the start of…...
Next Generation Advisers: Meet Bryant Hall Todd Wealth Management's Ellie Wiggin
1+ mon, 2+ week ago (39+ words) News editor at Professional Adviser FCA urges principal firms to strengthen inactive AR oversight Transact platform net inflows hit "1. 3bn 'Forced to accept', lawyers say "People who might want to join the profession simply don't know it exists'...
Third of advisers have lost 'substantial' assets in great wealth transfer " research
1+ mon, 3+ week ago (49+ words) Senior reporter at Professional Adviser Most advisers already have CRPs without the label - research FCA unveils open finance vision including 'tailored financial advice' help Baby boomers most likely to change adviser "Good intentions can slip away without the right support…...
Roddy Munro: IHT on pensions sees estate planning take centre stage
2+ mon, 2+ day ago (92+ words) Professional Adviser For more than a decade, pensions have sat at the centre of tax'efficient planning, typically preserved as the final asset to be accessed and, where possible, left untouched until death That approach is no longer fit for purpose…...