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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Clive Waller on platforms sector change and a new sponsor for the Vanguard UK Platform Awards

Wrap/platforms

Clive Waller on platforms sector change and a new sponsor for the Vanguard UK Platform Awards

The Vanguard UK Platform Awards in association with The Platforms Association

clock 04 March 2026 • 2 min read
Clients could be losing out by sticking to index funds over ETFs

ETFs

Clients could be losing out by sticking to index funds over ETFs

Awareness of ETF upsides challenges the notion mutual funds are ‘just as good’

clock 04 March 2026 • 5 min read
Tackling the biggest challenge facing financial services in the UK

Your profession

Tackling the biggest challenge facing financial services in the UK

'Trust in financial services is slipping'

clock 04 March 2026 • 4 min read
Charitable gifting from pensions: Beating the post-75 double tax

Estate planning

Charitable gifting from pensions: Beating the post-75 double tax

Gifting from the estate vs the pension

clock 04 March 2026 • 4 min read
People Moves: Beyond Advice Group hires chief compliance officer

People

People Moves: Beyond Advice Group hires chief compliance officer

Previously CEO at TFAS Compliance Services

clock 04 March 2026 • 1 min read
Vanguard to sponsor UK Platform Awards

Wrap/platforms

Vanguard to sponsor UK Platform Awards

Professional Adviser continues as media partner

clock 04 March 2026 • 1 min read
Darius McDermott: Is income under pressure?

Investment

Darius McDermott: Is income under pressure?

‘The period of abundant income is ebbing'

clock 04 March 2026 • 5 min read
Business asset disposal relief, CGT and the importance of planning for owner-managers

Tax planning

Business asset disposal relief, CGT and the importance of planning for owner-managers

‘For advisers, this reinforces the value of integrated advice’

clock 04 March 2026 • 4 min read
IHT changes: Have your clients reviewed their gifting strategy?

Estate planning

IHT changes: Have your clients reviewed their gifting strategy?

Steps clients should consider to assist them on their 'estate planning journey'

clock 03 March 2026 • 5 min read
Risk isn't just financial anymore - and advice can't pretend it is

Green

Risk isn't just financial anymore - and advice can't pretend it is

'Risk conversations are not purely technical exercises. They are human conversations'

clock 03 March 2026 • 3 min read
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