New research has shown many over-55s who use an IFA for financial advice have not considered Inheritance Tax planning.
Venture Capital Trusts figures for the 2017/18 year have shown the second highest fundraising since they began, with an increase of more than a third on last year.
Law firms are increasingly seeing a switch to demand for advice on later life planning with two thirds reporting a rise in inquiries, new research has revealed.
A significant chunk of advisers have so far failed to learn enough about major changes to data protection law set to come into force soon.
National adviser firm Sandringham Financial Partners has ditched its restricted model to become independent.
Women in drawdown face a 37% shortfall in their annual retirement income compared to men, leaving them more than £47,000 worse off, according to new research from Zurich UK.
Hargreaves Lansdown has commented on revelations that 129 footballers are being investigated by HMRC over tax avoidance schemes, saying there are better ways to avoid paying tax.
Platforms have come under fire for ‘poor service’ and failing to deliver the services they claim to offer.
A Paraplanning boss has detailed how she dealt with a client who faced the “very rare” circumstances of four defined benefit pensions alongside personal pensions and lifetime allowance tax issues.
Talbot and Muir, SIPP and SSAS firm, was celebrating its 25th anniversary as assets under administration exceeded £2.5bn.