Clients demand cash advice ahead of ISA reforms
Two thirds of financial advisers expect limits on cash ISAs to come into effect by the end of the year
For British expats living in Portugal, or for those with Portuguese assets, the local equivalent of inheritance tax maybe relatively straightforward, says director of Blevins Franks Jason Porter, but succession law is very different. If advisers do not understand the rules, their client’s estate may not be distributed in line with their wishes or could…
MORE ARTICLES ON
Two thirds of financial advisers expect limits on cash ISAs to come into effect by the end of the year
For a couple, the pot required is £772,000
Two OEICs will be exclusive to Flying Colours Advice clients
US fund inflows were at their second-lowest level since 2023, while European equities enjoyed their strongest month in a year
Inflows of £1.1bn were recorded in the month, almost double March’s £519m
Bill will drastically cut the number of schemes