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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Funding an advice firm acquisition and what lenders really want to see

Your Business

Funding an advice firm acquisition and what lenders really want to see

Lenders are not looking for a perfect firm

clock 29 October 2026 • 4 min read
Do clients already own the best retirement portfolio?

Pensions

Do clients already own the best retirement portfolio?

'Feeling safer and being safer aren't the same thing'

clock 29 October 2026 • 4 min read
Andrew Tully: Immediate priorities for advisers following 'mixed picture' Budget

Your profession

Andrew Tully: Immediate priorities for advisers following 'mixed picture' Budget

'Taken together, the Budget measures reinforce the importance of financial planning'

clock 29 October 2026 • 4 min read
Sell or grow? Navigating growth, succession and exit planning

Your Business

Sell or grow? Navigating growth, succession and exit planning

Act, do not procrastinate

clock 29 October 2026 • 3 min read
AI volatility is a reminder that diversification is more than just fund count

Technology

AI volatility is a reminder that diversification is more than just fund count

'Nobody knows with certainty what happens next regarding AI'

clock 29 October 2026 • 4 min read
Is failing to protect a client's income an oversight or neglect?

Protection

Is failing to protect a client's income an oversight or neglect?

What happens to your financial plan if your ability to earn reduces or stops?

clock 29 October 2026 • 3 min read
Economic abuse: Why advisers need to understand this hidden form of financial harm

Your profession

Economic abuse: Why advisers need to understand this hidden form of financial harm

'Economic abuse presents a particular challenge because it is often invisible'

clock 28 October 2026 • 3 min read
Autumn Budget 2026: Reports suggest CGT/income tax equalisation off the table

UK

Autumn Budget 2026: Reports suggest CGT/income tax equalisation off the table

Keeping you updated in the run up to 28 October

clock 28 October 2026 • 1 min read
When growth raises the cost of money

Fixed Income

When growth raises the cost of money

‘Clients experience losses differently when they occur in assets held for stability’

clock 27 October 2026 • 6 min read
Are you platform-ready for April's pension IHT changes?

Tax planning

Are you platform-ready for April's pension IHT changes?

Keep preparations moving as guidance develops

clock 27 October 2026 • 5 min read
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