Considering how you would like to be treated at a sensitive time can make the difference in helping clients cope with estate planning issues following bereavement, according to Financial Planner Simon Bonnett of Chartered Financial Planners Becketts.
Read more ...Casebook: Estate planning following a shock bereavement
- Monday, 14 November 2022
- Articles

Autumn Statement: Chancellor slashes CGT allowance
- Thursday, 17 November 2022
- Articles

In today’s Autumn Statement Chancellor Jeremy Hunt announced substantial cuts to the Capital Gains tax-free allowance.
Read more ...Autumn Statement: Chancellor extends IHT threshold freeze
- Thursday, 17 November 2022
- Articles

Chancellor Jeremy Hunt announced an extension in his Autumn Statement to the freeze on Inheritance Tax thresholds to April 2028.
Read more ...Autumn Statement: Chancellor drags more into 45p-rate tax
- Thursday, 17 November 2022
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Chancellor Jeremy Hunt will drag more taxpayers into the 45p additional tax rate by cutting the income tax threshold, he announced in his Annual Statement today.
Read more ...Autumn Statement: Hunt honours State Pension Triple Lock
- Thursday, 17 November 2022
- Articles

Chancellor Jeremy Hunt has confirmed that the State Pension will rise in line with September's CPI inflation rate of 10.1%.
Read more ...Autumn Statement: Tax-free allowance for dividends halved
- Thursday, 17 November 2022
- Articles

Chancellor Jeremy Hunt has halved the tax-free allowance for dividends from £2,000 to £1,000 per year.
Read more ...Autumn Statement: Planners react
- Thursday, 17 November 2022
- Articles

Financial Planners have welcomed a “skillful” budget but warned it will hit higher earners.
Read more ...3 in 4 advisers fail to evidence Financial Planning value
- Friday, 18 November 2022
- Articles

The vast majority of financial advisers focus too much on portfolio performance and fail to evidence to clients the value of their advice, a new study suggests.
Read more ...FCA censures ex-CEO for money laundering failings
- Friday, 18 November 2022
- Articles

The Financial Conduct Authority has publicly censured Mohammad Ataur Rahman Prodhan, the former chief executive officer of Sonali Bank (UK) Limited (SBUK), for anti-money laundering failings.
Read more ...Editor’s Comment: A missing spoonful of sugar…
- Friday, 24 June 2022
- Articles

While reading through the Autumn Statement changes this week I was reminded of one of the most famous songs from the 1964 Disney movie Mary Poppins: A Spoonful of Sugar (Makes the Medicine go down).
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