Why the 'I' in IFA is all about the personal touch
With consolidation in the financial planning market and the emergence of off-the-shelf investment platforms, the personal touch is more important than ever.
Time running out to review cash holdings in ISAs as new rules put forward
Proposed new rules to prevent circumventing the new limits on Cash ISAs have been put forward by the government.
The benefits of considering protection for inheritance tax planning
Using lifetime insurance to help protect the family farm from being broken up to meet an inheritance tax liability is worth considering.
Why we need to be wary of AI-driven financial advice
AI is finding its way into more and more aspects of our lives – but does it have a role to play in financial planning.
Why ‘Young Accumulators' need to stay focused on their financial futures
Life can feel good for ‘Young Accumulators’, says Scott Hansell of Lovewell Blake Financial Planning – but they need to think seriously about their financial futures
Cash or Stocks? The risk balance may surprise you
Stephen Cameron of Lovewell Blake Financial Planning says it is important to consider the balance between stock-based and cash-based investments within any portfolio.
The clock is ticking to take advantage of allowances before the tax year end
With the tax year end now imminent, there is still time to take action to maximise allowances.
Fiscal drag - What is it?
Fiscal drag may sound abstract, but in practice it’s a simple and significant feature of the current UK tax system.