Mar 12, 2020
The key announcements made in the Budget that will impact IFAs and their clients comes in the context of a massive fiscal boost for the economy of £30bn and a remarkable increase in regional, housing and infrastructure spending of more than £600bn over the life of this Parliament.
Read moreMar 10, 2020
Building a wealth advice business can be a rewarding career but how do you maximise the value of your business, particularly if you have an eye on selling it to a third party at some point? One of the key criteria for valuing adviser firms is the assets under advice (AUA) that they have on their books.
Read moreFeb 14, 2020
SSASs can provide a neat solution for a large pool of potential clients, and yet relatively few people outside the pension industry know about them. Why is that? Suitable for both small businesses and groups of directors at larger organisations, SSASs allow clients to address business financing and pension requirements in one; however, advisory support in selecting the right one is crucial.
Read moreFeb 12, 2020
The IMF’s latest World Economic Outlook forecasts a gradual recovery of economic growth, founded on the expectation that a group of emerging economies will return to their longer-term average growth rates. Yet, geopolitical tensions and other external risk factors loom close on the horizon, such as the ‘tariff war’ between the US and China, post-Brexit UK trade negotiations, and climate change.
Read moreFeb 12, 2020
There are two sides to any set of laws: the words themselves, and the intentions behind them. Overlooking the latter risks compromising client outcomes. Despite best intentions, establishing client confidence and compliance is about more than a letter-of-the-law approach.
Read moreJan 15, 2020
The start of a new year is always a good opportunity to take stock and reconsider, as you look forward to the year ahead. There is a particularly strong case for revisiting your centralised investment proposition (CIP) if you haven’t done so for a while or, if your firm does not have a CIP, considering incorporating one.
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