James Hay’s profits increased by 11% in the first half of the year – but bosses of parent company IFG have warned over the impact of Brexit.
Read more ...IFG client growth hit by Brexit but James Hay profits rise
- Thursday, 25 August 2016
- Articles
Cashflow model firm created by planners launches IHT tool
- Wednesday, 24 August 2016
- Articles
A company providing cashflow modelling tools that was created by a team of Chartered Financial Planners from South Wales has launched a new IHT Calculator.
Read more ...CISI and CII to hold talks over Paraplanning standard
- Wednesday, 24 August 2016
- Articles
The CISI and CII are due to hold talks this week over proposals for developing a Paraplanning standard.
Read more ...New tax fines as unprecedented data flow arrives
- Wednesday, 24 August 2016
- Articles
Tax evaders face fines costing them three times as much as the amount of tax they try to evade under new plans.
Read more ...'Misconceptions about investing must be addressed'
- Wednesday, 24 August 2016
- Articles
More than 8 in 10 investors risk their savings’ value by keeping their money in cash accounts post Brexit, a wealth manager says, as it warned the finance sector that it must find ways to address misconceptions about investing.
Read more ...New guide to help advisers deal with Sipp property complexities
- Wednesday, 24 August 2016
- Articles
A new property guide has been created to help advisers purchase and manage commercial property investment within a Sipp.
Read more ...New HMRC smartphone service for tax accounts
- Tuesday, 23 August 2016
- Articles
HMRC has released details on a new service that it claims will help put customers “in control of their tax affairs”.
Read more ...FCA alert to Sipp firms 'after horse has bolted'
- Tuesday, 23 August 2016
- Articles
An FCA alert which went out to Sipp providers comes “after the horse has bolted”, the head of a pensions body has suggested.
Read more ...Client relationships ‘average’ as advisers feel pressure
- Tuesday, 23 August 2016
- Articles
Over half of advisers feel under pressure to offer advice to clients on issues over and above their finances, with four in ten confessing their relationships are merely ‘average’.
Read more ...Ex-IFP chief Steve Gazzard joins PFS line up for events
- Tuesday, 23 August 2016
- Articles
Former IFP chief executive Steve Gazzard will be among the Personal Finance Society’s line up of key speakers for the national Financial Planning Symposiums.
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