How to attract and retain young talent in the current market
This article first appeared in Professional Adviser. Training the next crop of financial advisers should be on the core agenda of any sustainable…
Government under pressure to act over cost-of-living crisis: here’s what it might do
British households are facing an unprecedented cost-of-living crisis in 2022. A harsh combination of factors have come together to make the business…
What are the inheritance tax implications for unmarried couples?
Marriage, once a staple social institution, is largely in decline. For those who choose to cohabit long-term with their partners, this creates tax…
£250 work from home tax relief set to end – but still time to claim
A longstanding tax relief for anyone who works from home is set to be axed. The Government has spent around £500 million giving cash back to workers…
How to spot an investment scam
Investment scams are nothing new, but scammers are becoming more sophisticated than ever. With the internet and easy movement of money, there are far…
Five PR tips advisers should know
This article first appeared in Professional Adviser. Wondering what PR could do for an advice business? Here are five tips to get advisers…
Getting the most out of client service reviews
This article first appeared in Professional Adviser. Client service reviews may unintentionally become a tick-box exercise, but they can be a great…
Financial goals 2022: how to prepare your money for the year ahead
2022 is here, so it’s time to sit down, put the kettle on, and think about the year ahead for your money. While it might seem a bit hackneyed setting…
Interest rates are going up – how it can affect your finances
The Bank of England surprised everyone in December by raising interest rates. It did so from the all-time low of 0.1% to 0.25% – still a…
Money in 2022: tax allowances and other changes you need to be aware of
With a new year brings changes to the tax system, and other areas affecting our personal finances. With inflation soaring, interest rates rising and…
Life expectancy reversal: State Pension age could be rising too fast
The State Pension age could be rising too quickly as life expectancy rates grind to a halt. Analysis from pensions consultancy LCP suggests that life…
How regular reviews can reduce the uncertainty of retirement
While planning for the future will always carry a degree of uncertainty, regular reviews can help to avoid any nasty surprises.