Q&A: John Porteous on Charles Stanley's new arm

Financial Planning Today editor Kevin O'Donnell caught up recently with John Porteous, managing director of the new Central Financial Services division at wealth manager Charles Stanley. He talked about his new role, his plans for the division and the future of advice. 

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4 in 10 adults plan 'significant' lifetime gifts

One in four (25%) of UK adults plan to give their assets away while they are still alive, according to a new survey.

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High returns low on client priority lists - adviser survey

The most important service offered by financial advisers to clients is helping them achieve their financial goals, say advisers.

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Inheritance taboo costs £80k in unnecessary tax

Families could be paying an avoidable tax bill of more than £80,000 because parents are too embarrassed to talk to their children about their financial future, according to new research.

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