Tax & Technical
CISI unveils Financial Planning Week 2025 as ‘opportunity to give back’
It will take place between 27 January and 2 February next year
Financial planning | 15 Nov 24
St. James’s Place ‘welcomes’ next phase of the Advice Guidance Boundary Review
Targeted Support should provide a framework that enables consumers to make better-informed decisions
Tax & Regulation | 13 Nov 24
Over two thirds of family business owners do not have a succession plan
And only 32% of family business owners in the UK have an up-to-date will
Tax & Regulation | 13 Nov 24
Demand for advisers will ‘surge’ as 1 in 10 deaths incur IHT charge by 2030
The proportion of deaths subject to IHT projected to double
CII names seven new chartered corporate adviser firms
Chartered status is a symbol of technical competence