November 2017
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  • Mike Morrison receives posthumous award from PFS

    23 November 2017

    Mike Morrison has been given the prestigious lifetime achievement award at the annual Personal Finance Society awards, which took place last night (Wednesday 22 November) at the Roundhouse in Camden. Mike, who tragically passed away earlier this month, was a hugely influential figure during his three decades in the financial services industry, in which...

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  • EIS changes seen as boost for new technologies and innovative industries

    23 November 2017

    Chancellor Philip Hammond has doubled the Enterprise Investment Scheme investment limit, in a bid to encourage more investment in knowledge-intensive companies.  This will see the limit on the amount an individual may invest rise from £1 million to £2 million in April 2018, earning investors up to as much as £600,000 in tax relief....

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  • Budget docs reveals IHT in HMRC crosshairs

    22 November 2017

    HM Revenue and Customs unveiled its own commissioned research report looking at how the inheritance tax system is functioning. It provides a further hint the IHT system is in the crosshairs for future reform, says Rachael Griffin, tax and financial planning expert at Old Mutual Wealth The IHT system is not straightforward and has...

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  • Stamp duty change ‘show stopper’ will have disproportionate effect

    22 November 2017

    Stamp duty will be abolished immediately for the majority of first time buyers, Chancellor Philip Hammond announced in his November Budget.  In an effort to address the housing crisis, first-time buyers will pay zero stamp duty on homes costing under £300,000 and for the first £300,000 of any property that costs up to £500,000....

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  • Budget Summary

    22 November 2017

    Alongside an extra £3 billion of funding to prepare for Brexit over the next two years, in the Autumn Budget 2017 Chancellor Philip Hammond announced the following: No changes to the pension system Given that the pensions freedoms are less than 3 years old the fact that there has been no further tinkering with...

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Vulnerable clients and the pension journey

Failure to consider the needs of vulnerable clients could...

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What paraplanners are saying about the Technical Insight Seminars

Hear in this short video what paraplanners attending the 2017 Technical Insight Seminars thought of the day. Professional Paraplanner has scheduled...

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