United Kingdom
Best Practice | 17 Nov 22
Most advisers rely on portfolio performance to evidence value
This fails to measure the planning and emotional support that clients get from IFAs
‘Deep freeze’ and tax cuts mean bad news for IHT and CGT
Chancellor Jeremy Hunt unveils ‘balanced plan’ to cope with record inflation and cost-of-living crisis
Just 15% of HNW Brits believe they should pay more tax
Chancellor Jeremy Hunt is likely to announce changes in the upcoming Autumn Statement
Consumer Duty needed to restore ‘failing public confidence’
FCA chief executive wants the regulation to help bring down FSCS levy and number of FOS complaints
What are the ESG opportunities for advisers?
Morningstar CEO says the investment strategy has the ‘potential to make a difference in a lot of people’s lives’


