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Tories pledge 5-year ‘tax lock’

The Conservatives will introduce a five-year “tax lock” on income tax, VAT and national insurance if they win the general election. Prime minister David Cameron is to pledge legislation within 100 days of assuming office to ensure the taxes do not rise in the next Parliament, the BBC reports. Cameron will say: “This is the clearest choice […]

Jane Cuthbertson

Ten tips for being a successful networker

Networking is a crucial part of developing referrals and opening new doors. Indeed, many advisers we work with are building profitable businesses almost solely on referrals. Building a referral network is a great way to find new clients and prospects. However, contrary to popular belief, networking is not about trying to sell your services to […]

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Towry open to talks on saving Sesame adviser school

Towry says it is willing to enter discussions with other advice firms on how to save Sesame’s Financial Adviser School. In an update to members this week, Sesame said it will wind down the school as part of an overhaul of the business which will see it no longer operate as a network for investment […]

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FCA fines Merrill Lynch International £13m over transaction reporting

The FCA has fined Merrill Lynch International £13.3m for transaction reporting failures. The regulator says MLI incorrectly reported over 35 million transactions, and failed to report a further 121,387 transactions between November 2007 and November 2014. The fine is the highest ever imposed by the regulator for transaction reporting failures. The FCA says the size […]

Why your clients need some tough love

In any relationship that matters, professional or personal, you should be upfront with someone if you think they’re making a decision or doing something they might later regret. Being honest with someone and having their best interests at heart, however hard the message, is key to building trust in any relationship. So how does this […]

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