May 2019


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Newsletter, Jobs & Event Alerts


  • May resignation could lead to recession, warns Schroders economists

    24 May 2019

    Schroders’ economics experts share their views on the potential impact of  Theresa May’s resignation, announced for 7 June, and Boris Johnson as favourite to become the UK’s next Prime Minister. Theresa May’s announcement that she will be stepping down as Prime Minister on 7 June will trigger a Conservative Party leadership contest, the winner...

  • Digital vault for life important documents launching for adviser clients

    23 May 2019

    A new digital platform to help clients of adviser firms to securely organise, store and share their most important life information is currently under beta testing with a view to launch in June.   The SecureTheFile platform will be offered through professional services – first to financial advisers and then to accountants and solicitors –...

  • HMRC IHT receipts down in April but still ‘unusually high’

    23 May 2019

    Inheritance tax receipts decreased by £64 million in April but were still significantly higher than in the same period of last year, the latest figures from HM Revenue and Customs have shown. In April, IHT receipts totaled £473 million, down from £537 million in March, marking a drop of 12% month on month. However,...

  • New income fund research service from Dynamic Planner

    23 May 2019

    Dynamic Planner has launched a new research service focused on income funds, aimed at helping advisers to make sustainable, risk-adjusted fund recommendations to their clients.  The service will look at income funds from seven asset managers. It will provide information on their philosophy and process and risk management controls as well as additional details...

  • Over 55s failing to reduce their IHT bills

    22 May 2019

    The majority of over-55s are not utilising the wealth of options available to reduce the inheritance tax bill on their estate, new research from Canada Life has shown. According to the findings, less than two in five (35%) UK adults aged 55 and over have given or plan to give gifts that they would...


Latest Development

TDQ: Case study – inheriting pension death benefits

When could inheriting pension death benefits be better planned? The...

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Latest Events

2019 Technical Insight Seminars – Dates and Venues Announced – SIGN UP NOW

Following on from the success of our 2018 series of seminars where over 600 paraplanners attended across 11 events,...

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