Why UK advisers should look at VCTs for their clients
Favourable tax elements should be a secondary consideration
UK Adviser
-
-
Fintech savings provider buys financial education specialist
Acquired business will continue to operate as a separate brand after the deal is complete
-
How advisers can be proactive with clients
It might be the right time of year for investors to look ‘towards achieving their financial goals’
-
19% rise in UK platform assets to £933m
Last year was ‘fantastic’ for wealth market despite ‘uncertain economic and political outlooks’
-
Insurer apologises for pension transfer letter error
‘People who received the email do not need to take any action and we are sorry for any inconvenience caused’
-
Brewin Dolphin bolsters MPS range with alternatives fund
It will invest in property, commodities and absolute return to better diversify client portfolios
-
Investors urged to check their portfolios for diversification
‘Exposure to UK equities that pay a dividend has been about as fashionable as my wardrobe in recent years’
-
Financial services giant sets up wealth office in Leeds
It is the company’s fifth WM operation in the UK business
-
Private equity firm completes purchase of stake in UK platform
A week after it became majority investor in Isle of Man-headquartered International Financial Group Limited
-
How much will China’s covid zero strategy impact investments?
‘You either let omicron spread, or the supply chain collapses or at best comes under unprecedented pressure’
-
CFA UK unveils climate and investing certificate
Qualification will provide the practical skills and knowledge to help meet client demands
-
Royal London and LV= in ‘exploratory discussions’
But there is ‘no certainty’ that the talks will result in a deal