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Professional Adviser

Professional Adviser

Articles by Professional Adviser

IHT on pensions: Why the compliance challenge is bigger than the tax change

Tax planning

IHT on pensions: Why the compliance challenge is bigger than the tax change

Advisers are revisiting long-held assumptions

clock 08 July 2026 • 4 min read
People Moves: Canaccord Wealth shakes up investment leadership

People

People Moves: Canaccord Wealth shakes up investment leadership

Co-chief investment officer Richard Champion steps down, Guy Thornewill appointed direct equities director

clock 08 July 2026 • 1 min read
Roger Brosch: Playing to respective skill sets

Technology

Roger Brosch: Playing to respective skill sets

'Clients want quality time and attention and a human to talk to'

clock 08 July 2026 • 4 min read
Sneha Shah: The AI era demands redesign, not optimisation

Technology

Sneha Shah: The AI era demands redesign, not optimisation

'One of AI's most powerful effects is removing the administrative and coordination burden'

clock 08 July 2026 • 5 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 08 July 2026 • 3 min read
PA Awards 2027: Entries for all categories now open!

uncategorised

PA Awards 2027: Entries for all categories now open!

The 22nd Professional Adviser Awards will take place in London next March

clock 07 July 2026 • 1 min read
'Calm, strategic voice': Advising HNW clients going through a divorce

Your profession

'Calm, strategic voice': Advising HNW clients going through a divorce

In HNW cases, divorce settlements are rarely straightforward

clock 07 July 2026 • 5 min read
Business Relief after April 2026: Why advisers are reassessing AIM

Tax planning

Business Relief after April 2026: Why advisers are reassessing AIM

'This does not signal the end of AIM within estate planning'

clock 06 July 2026 • 5 min read
Rathbones' FCA woes prove the perils of M&A integration

Companies

Rathbones' FCA woes prove the perils of M&A integration

Shares fell nearly 20% in a day last month

clock 06 July 2026 • 4 min read
Andrew Aldridge: Happy Christmas. Too early?

VCTs / EIS

Andrew Aldridge: Happy Christmas. Too early?

'By acting now, advisers can help clients avoid the January scramble'

clock 06 July 2026 • 6 min read
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