OK, I admit it: I am a bit biased and I tend to try to look for the good. But I think this Budget could be interpreted by the proactive and positive among us as one for advisers, platforms and asset managers. Of course, a lot of the announcements were proposals for post-election change but […]
Talk of Mifid II has finally hit UK shores, having seemingly taken some time to travel upstream. Perhaps this is due to preoccupation with RDR and the sense we have already implemented the “tricky bit” of the new regulatory requirements: the commission ban. Mifid II will require all European IFAs to forgo commission. Some may […]
A new Conservative Government is unlikely to ease concerns over the supply of housing, with experts pointing to continued constraints on resources and local planning departments. Property consultancy Knight Frank published a survey of over 160 housebuilders last month suggesting just 9 per cent believe more than 200,000 homes represents a sustainable level of housebuilding. […]
David has been to see a potential new client about pensions. Paul was a friend of an existing client but took the view pensions were an easy subject. He was somewhat reluctantly seeing David, as it had been suggested he could do with some specific advice, particularly around death benefits and inheritance tax. Paul was […]
It can be difficult for employees to control their spending habits, in fact they may not realise that they have bad habits at all.
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