Financial planning

Africa | 16 Oct 24

Advising clients about ‘escaping looming tax traps’ by moving abroad

First, let’s consider the proposed abolition of non-dom status

Financial planning | 15 Oct 24

RSM and AJ Bell flag latest thoughts on 30 October UK Budget

UK Chancellor promises that there will be no return to austerity

Financial planning | 3 Oct 24

Major life events and milestones prompt 12.5m UK adults to seek financial advice or guidance

The St. James’s Place study surveyed just under 12,000 individuals

Companies | 30 Sep 24

II Awards 2024 voting continues ahead of October 10 event

II Readers/Subscribers votes continue for 25th Annual II Awards 2024

Retirement plan - Reminder of the need for savings for a decent, comfortable old age.

Financial planning | 30 Sep 24

Advice use among drawdown customers slumps to below 50% for first time, FCA data reveals

Only 46% benefited from professional financial advice