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Business owners fast-tracking exit plans over CGT concerns
Dan Cooper 11 October 2024. UK business owners have fast-tracked their exit plans over the past 12 months, according to new research from Evelyn Partners. Nearly one in three (29%) have ...
Alan Hughes: FOS’s True Potential ruling is a warning for all advisers
Jan 15, 2024 · The Financial Ombudsman Service (FOS) published an interesting decision recently regarding a ‘non-advised’ switch into one of True Potential’s funds, which puts the national’s business ...
FCA: 'We're not against small firms' | Money Marketing
Dan Cooper 14 October 2024. The Financial Conduct Authority has insisted it has “never been anti-small firm” and wants to “bust the myth” it is out to get them. For years, the FCA has ...
The Morning Briefing: FCA's advice guidance boundary review ‘is a …
Oct 4, 2024 · FCA’s advice guidance boundary review ‘is a huge mistake’. While realising I am probably in the minority in this industry, I fear the Financial Conduct Authority is about to score a major ...
How to make cashflow assumptions as safely as possible
Jan 5, 2024 · One of the most important assumptions used in cashflow modelling is the rate of inflation. Cashflow modelling involves creating a detailed projection of a client’s income and expenses over a ...
Steve Conley: Can unregulated planners help plug the advice gap?
Mar 10, 2021 · That leaves plenty of room for financial planners to plug the advice gap, signpost, create wealth and provide a valuable service without giving regulated financial advice. Steve Conley is chief ...
Wesleyan appoints intermediary director from Quilter
Momodou Musa Touray 28 February 2024. Financial services mutual Wesleyan has appointed Karen Blatchford as managing director of dental, direct and intermediary distribution. Blatchford joins from ...