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Professional Adviser

Professional Adviser

Articles by Professional Adviser

The adviser evolution: Why tax‑efficient investing is becoming essential, not optional

VCTs / EIS

The adviser evolution: Why tax‑efficient investing is becoming essential, not optional

Outcome‑driven advice will define future sector leaders

clock 17 April 2026 • 6 min read
Securing the future of financial planning: Inspiring the next generation

Your Business

Securing the future of financial planning: Inspiring the next generation

CISI's Carly Dunningham shares practical steps for firms

clock 17 April 2026 • 4 min read
Feel Good Friday: Chartered financial planner to run Manchester marathon 14 months after knee surgery

Your profession

Feel Good Friday: Chartered financial planner to run Manchester marathon 14 months after knee surgery

Raising money for a money literacy charity Money Ready

clock 17 April 2026 • 1 min read
Market turbulance, de-risking for retirement and the crucial role of annuities

Income

Market turbulance, de-risking for retirement and the crucial role of annuities

Annuities are now back to pre-2008 credit crunch levels

clock 17 April 2026 • 5 min read
A very old saying with a very modern problem: Exploring behavioural biases

Investment

A very old saying with a very modern problem: Exploring behavioural biases

'If only the calendar could tell us when to take risk and when to retreat'

clock 16 April 2026 • 4 min read
All the advice firm acquisitions that have taken place in 2026

Your Business

All the advice firm acquisitions that have taken place in 2026

Keeping track of the ongoing consolidation in the advice industry

clock 16 April 2026 • 2 min read
People Moves: Brooks Macdonald CEO joins PIMFA board

People

People Moves: Brooks Macdonald CEO joins PIMFA board

Andrea Montague joins the trade association’s board of directors

clock 16 April 2026 • 1 min read
Planning ahead of IHT changes: Using pensions to support charities

Pensions

Planning ahead of IHT changes: Using pensions to support charities

Practical planning steps for advisers

clock 16 April 2026 • 5 min read
Are you and relevant clients ready for Making Tax Digital?

Tax planning

Are you and relevant clients ready for Making Tax Digital?

Is this new regime actually simpler for clients?

clock 15 April 2026 • 5 min read
How IFAs are prioritising sustainable growth in 2026

Your Business

How IFAs are prioritising sustainable growth in 2026

'Establishing and running an IFA firm is a significant undertaking'

clock 15 April 2026 • 3 min read
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