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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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.

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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.

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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.

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Tuesday, 28 September 2021
Articles

The Chartered Institute for Securities & Investment has launched a CPD app for its 43,000 members around the world including the UK.

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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). 

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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.

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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.

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Financial Planning Week, the nationwide annual campaign to promote the benefits of good Financial Planning, has got under way today. 

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