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
UK advisers with clients looking to move to Portugal and make the most of tax-efficient opportunities but avoid costly mistakes need to consider seven key questions, according to international wealth and tax management firm Blevins Franks.
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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