A ratings group has launched a new service for passive funds after finding there was a lack of high quality research explaining how to use them effectively. Read more ...
New service to show how to use passive funds effectively
- Tuesday, 17 March 2015
- Articles

Financial Planning expert: IHT thresholds vastly out of date
- Tuesday, 17 March 2015
- Articles

The existing inheritance tax thresholds are "vastly out of date", a Financial Planning expert says, as Conservative plans were leaked today. Read more ...
Social media: Firm aims to prevent advisers incurring FCA wrath
- Tuesday, 17 March 2015
- Articles

A technology company is aiming to help prevent Financial Planners from flouting social media rules and landing themselves in hot water with the FCA. Read more ...
Advocate for more female planners takes global FPSB role
- Wednesday, 18 March 2015
- Articles

A leading Financial Planner - who has campaigned to increase the number of women in Financial Planning - has become a director of the global Financial Planning Standards Board, the owner of the international Certified Financial Planner certification programme outside the US. Read more ...
Business births: Tomorrow could kick start new Paraplanning firms
- Wednesday, 18 March 2015
- Articles

Tomorrow could mark the beginning for up to a dozen new Paraplanning start up businesses as a leading Paraplanner gets set to pass on his knowledge. Read more ...
Budget 2015: Annuities, lifetime allowance cut, digital tax returns
- Wednesday, 18 March 2015
- Articles

Further details on the latest annuity reforms, a cut in the liftetime allowance and the scrapping of the traditional annual tax return system are predicted to be key parts of today's Budget. Read more ...
Budget 2015: Lifetime allowance cut confirmed
- Wednesday, 18 March 2015
- Articles

The lifetime allowance is to be cut from £1,250,000 to £1m, Chancellor George Osborne has said in his Budget this afternoon. Read more ...
Budget 2015: Chancellor declares Britain walking tall again
- Wednesday, 18 March 2015
- Articles

Chancellor George Osborne declared that Britain is "walking tall again" as he gave his last Budget of the Parliamentary term today. Read more ...
Budget 2015: Major ISA reforms announced
- Wednesday, 18 March 2015
- Articles

Two major and unpredicted reforms to ISAs have been announced in the Budget this afternoon. Read more ...
Budget 2015: 5m to get freedom to sell their annuity
- Wednesday, 18 March 2015
- Articles

Chancellor George Osborne has confirmed in his Budget today that 5m people will get the freedom next year to sell on their annuities for cash. Read more ...