An increasing number of people in the UK are choosing Do It Yourself (DIY) investment advice solutions. Whether that’s by choice or because there are an increasingly small number of independent financial advisors accessible to provide investment advice is uncertain. But the latest figures from Boring Money (FT Adviser 13/6/24) estimate that there are 9.2 […]
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The Pension Scams Action Group (PSAG) has recently sent the best financial advisors a list scam warnings. Almost 40% of all crime in the UK is now related to some form of financial fraud. So, what types of scams do you need to look out for according to the PSAG. Here’s the Top 10: Impersonation […]
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The value of SIPP (Self Invested Personal Pensions) advice is set to soar in the UK over the next 5 years, according to speakers at the recent Association of Member Directed Pension Schemes (AMPS) Conference. The SIPP advice market is currently worth £500 billion in the UK but is predicted to grow to £750 billion […]
Watch out more tax rises could be on the horizon, according to financial experts. The ever popular Institute for Fiscal Studies (IFS) has come up with new proposals for the Government to raise up to an extra £2 billion in Inheritance Tax (IHT). As if the bill wasn’t high enough already. The proposal being put […]
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The government changed the rules on pension contributions, but is pension advice being taken up? Perhaps not according to research by Saltus Wealth. They found that only 30% of High-Net-Worth Individuals (HNWI’s) had taken up the opportunity to increase their pension contributions over the old limit of £40,000 and less than 10% had contributed up […]
The Financial Conduct Authority (FCA) has once again reminded firms that they are responsible for ensuring that all their financial promotions are compliant especially when it comes to financial planning. This particularly covers social media posts and the use of so-called fin influencers online. It is the firms ultimately benefiting from the promotions who will […]
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