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Professional Adviser

Professional Adviser

Articles by Professional Adviser

BPR changes versus commercial reality: Minority shareholders in focus

Tax planning

BPR changes versus commercial reality: Minority shareholders in focus

'Someone is sitting in the shade today because someone planted a tree a long time ago'

clock 05 March 2026 • 4 min read
Webinar: IHT on pensions – Advisers' questions answered

Tax planning

Webinar: IHT on pensions – Advisers' questions answered

Join us on 10 March 2026

clock 05 March 2026 • 1 min read
Why the FCA protection consultation isn't just a relief, it's a rallying call

Protection

Why the FCA protection consultation isn't just a relief, it's a rallying call

'Together, we can build the next chapter of protection'

clock 05 March 2026 • 5 min read
Market Movers: Scott Bessent warns global tariff 'likely' to be lifted to 15% this week

Markets

Market Movers: Scott Bessent warns global tariff 'likely' to be lifted to 15% this week

Lifted from 10%

clock 05 March 2026 • 1 min read
People Moves: Clifton hires head of compliance from Succession

People

People Moves: Clifton hires head of compliance from Succession

Lisa Nicholson appointed

clock 05 March 2026 • 1 min read
Four reasons why direct engagement can still make a difference

Investment

Four reasons why direct engagement can still make a difference

'Quantitative data arguably tells only half the story'

clock 05 March 2026 • 4 min read
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