May 2019
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest

  • 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...

    READ ARTICLE
  • 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 –...

    READ ARTICLE
  • 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,...

    READ ARTICLE
  • 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...

    READ ARTICLE
  • 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...

    READ ARTICLE
  • Is your investing sustainable? asks Rathbone’s David Coombs

    22 May 2019

    With markets lurching from greed to fear and back again, Rathbones head of multi-asset investments David Coombs preaches the importance of good shock absorbers for investment portfolios After suffering one of the worst Decembers on record, these mood-swinging markets are back on a high. This might be a good time to check whether your portfolio is ready...

    READ ARTICLE
  • Ros Altmann appointed ambassador for financial services Transparency Task Force

    22 May 2019

    Baroness Ros Altmann has been appointed the 100th ambassador for The Transparency Task Force, the London-based organisation founded by Andy Agathangelou in 2015, which aims to increase levels of transparency, truthfulness and trustworthiness in the financial services sector.  Former UK pensions minister and current member of the House of Lords, Baroness Altmann (pictured) has a specific...

    READ ARTICLE
  • Beware sharp difference in pensions charges in retirement savings planning

    21 May 2019

    High pension drawdown charges could cost an investor with £100,000 as much as £32,000 in retirement income, AJ Bell has warned, as the latest analysis reveals a sharp difference in charges. According to the Financial Conduct Authority, total charges in pension drawdown can range from 0.4% to as much 1.6%. This means those investors...

    READ ARTICLE