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Professional Adviser

Professional Adviser

Articles by Professional Adviser

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
Market Movers: Markets largely unmoved by Spring Statement as eyes fixed on the Middle East

Markets

Market Movers: Markets largely unmoved by Spring Statement as eyes fixed on the Middle East

UK markets have remained severely under pressure

clock 03 March 2026 • 1 min read
Smoothed funds are back - but advisers need to look beneath the surface

Investment

Smoothed funds are back - but advisers need to look beneath the surface

Defaqto’s Mike Turner examines the smoothed funds backdrop, differences in propositions and what it means for adviser due diligence…

clock 02 March 2026 • 4 min read
The Year of the Fire Horse – will China gallop ahead?

Investment

The Year of the Fire Horse – will China gallop ahead?

'Beneath the volatility, structural trends emerge'

clock 02 March 2026 • 3 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 02 March 2026 • 1 min read
People Moves: Calastone co-founder joins MPS fintech Tikker's board

People

People Moves: Calastone co-founder joins MPS fintech Tikker's board

Kevin Lee appointed

clock 02 March 2026 • 1 min read
Gorton & Denton isn't a swing, it's a re-wiring – here's why it changes the planning landscape

UK

Gorton & Denton isn't a swing, it's a re-wiring – here's why it changes the planning landscape

By-election impact reverberates beyond Westminster

clock 27 February 2026 • 5 min read
Spring Statement: What to expect from chancellor Rachel Reeves' speech

UK

Spring Statement: What to expect from chancellor Rachel Reeves' speech

To take place on 3 March

clock 27 February 2026 • 4 min read
Feel Good Friday: Continuum adviser to run London Marathon for hospice charity

Your profession

Feel Good Friday: Continuum adviser to run London Marathon for hospice charity

Mike Jarrett will raise funds for St Peter’s Hospice

clock 27 February 2026 • 1 min read
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