Falling property prices could mean some families can reclaim a windfall of thousands of pounds in inheritance tax, a Chartered Financial Planner has predicted.
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Falling property prices could mean some families can reclaim a windfall of thousands of pounds in inheritance tax, a Chartered Financial Planner has predicted.
Read more ...Nearly 1 in 5 retirees (17.5%) have been the victim of a financial scam, according to new research from the Financial Services Compensation Scheme (FSCS).
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Fintel’s new chairman Gary Hughes has stepped down for personal reasons after only six months in the role, with former chairman and founder Ken Davy returning as interim chairman.
Read more ...A global survey of nearly 12,000 Financial Planners has ranked building trust, good communication, professionalism and regulatory compliance as the 4 most important skills Financial Planners need.
Read more ...Financial Planners should build in compulsory ‘family updates’ from clients at each review meeting to kickstart the conversation on inter-generational wealth transfer, a leading Chartered Financial Planner has told Financial Planning Today.
Read more ...The Chartered Institute for Securities & Investment has launched a CPD app for its 43,000 members around the world including the UK.
Read more ...Legal firm Leigh Day has launched court proceedings on behalf of Woodford investors against Link Fund Solutions Limited over the failed Woodford Equity Income Fund (WEIF).
Read more ...Wealth manager and Financial Planner James Hambro & Partners has recruited George Martineau, 7IM’s head of Financial Planning, to help launch its new Edinburgh office.
Read more ...The CISI, professional body which runs the Certified Financial Planner (CFP) qualification in the UK, is backing World Financial Planning Day (WFPD) on 6 October.
Read more ...Financial Planning Week, the nationwide annual campaign to promote the benefits of good Financial Planning, has got under way today.
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