SEPTEMBER 2019
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  • When execution-only and non-advised do and don’t apply

    23 September 2019

    You need to know the difference between execution-only and non-advised sales and what client instructions can be enacted under each of them, says ATEB Consulting’s Steve Bailey. There are two alternatives to advice: execution-only and non-advised. If you make a recommendation, you are giving advice and must meet all the relevant regulatory requirements. If you...

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  • HMRC IHT take hits £5.4bn in 2018/19 – highest yet

    23 September 2019

    UK citizens paid record high inheritance tax in the 2018/19 tax year, according to the latest official data.  Figures published by HM Revenue & Customs showed people in the UK paid £5.4 billion in inheritance tax over the 12 month period, up 3% on the previous tax year. AJ Bell said the amount raised...

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  • Dynamic Planner teams up with business school for big data project

    23 September 2019

    Dynamic Planner has announced a two-year partnership with Henley Business School that will endeavour to understand how investors behave during various points of the market cycle and help them to form better outcomes. With the support of the government-backed Knowledge Transfer Partnership programme, the alliance has been formed to explore the behavioural science of...

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  • What to do in the face of Brexit (or ‘No-deal’ stockpiling in Swindon)

    22 September 2019

    Brexit is getting silly now. Somehow, much, much sillier than it already was. Rathbones head of multi-asset investments David Coombs unexpectedly finds himself hoping for a no-deal, if only to bring some clarity to British shores. Last week, I found a Sainsbury’s delivery man at my front door, asking me to sign for a...

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  • Merged Tilney Smith & Williamson will have £45bn AUM

    22 September 2019

    Wealth manager Tilney has merged with Smith & Williamson in a £625 million deal that will create one of the UK’s largest integrated wealth management and professional services groups. The merged business, which will be called Tilney Smith & Williamson, will have assets under management of £45 billion, of which 80% will be in...

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Latest Development

Taxation of trust income

Whose income is it anyway? Prudential’s Neil MacLeod examines...

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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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