Former IFP President Julie Lord is forming a new Financial Planning firm.
Cashflow modelling will be the backbone of a new Financial Planning firm, its managing director says.
Advisers have been warned they could face large fines under new plans to crack down on tax avoidance.
Income from Inheritance Tax has hit a record £4.7bn in the last year, analysis of HMRC figures has shown.
An adviser body has called for “fundamental change” in how the FSCS is paid for.
The first inflation figures for the period after the EU referendum have this morning shown the rate increased by 0.6% in the year to July 2016, compared with a 0.5% rise in the year to June.
Many Paraplanners are report writers “regurgitating information provided to them” because they don’t get given the chance to fulfil their remit, the founder of a new Paraplanning firm believes.
A passives-only managed portfolio service has been launched by AJ Bell.
HMRC has revealed plans this morning for a ‘digital tax system’ that will mean the annual tax return as we know it will be abolished by 2020.
A Financial Planning business has struck an alliance deal with a discretionary investment management firm.