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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Regulation is changing shape - what do advisers need to do about it?

Regulation

Regulation is changing shape - what do advisers need to do about it?

Five themes, one direction of travel

clock 18 September 2026 • 5 min read
What advisers need to know about cradle-to-grave investment structure

Investment Trusts

What advisers need to know about cradle-to-grave investment structure

'The UK is in the middle of a profound demographic and financial shift'

clock 18 September 2026 • 7 min read
Succession planning: Surrogacy and the tax challenges of having a US citizen child

Tax planning

Succession planning: Surrogacy and the tax challenges of having a US citizen child

'Coordinated advice is often required to ensure that family objectives can be met'

clock 18 September 2026 • 3 min read
PA Awards 2027: Last chance - entries close at midnight tonight

uncategorised

PA Awards 2027: Last chance - entries close at midnight tonight

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

clock 18 September 2026 • 1 min read
The morality regulator? Has the FCA gone too far on non-financial misconduct?

Regulation

The morality regulator? Has the FCA gone too far on non-financial misconduct?

When the regulator follows you home

clock 17 September 2026 • 8 min read
People Moves: Royal London names Bríd Meaney as chief customer officer

People

People Moves: Royal London names Bríd Meaney as chief customer officer

Will join group executive committee

clock 17 September 2026 • 1 min read
Can investors with ethical considerations really avoid AI?

Technology

Can investors with ethical considerations really avoid AI?

Why it's complicated to avoid AI in investment

clock 16 September 2026 • 4 min read
Market Movers: Rising fuel costs result in CPI jump to 3.1%

Markets

Market Movers: Rising fuel costs result in CPI jump to 3.1%

Bank of England still expected to hold rates tomorrow

clock 16 September 2026 • 1 min read
'Prepared, informed and confident': Getting clients match fit for 28 October

Tax planning

'Prepared, informed and confident': Getting clients match fit for 28 October

'The most valuable Budget planning is rarely about trying to second-guess the chancellor's speech'

clock 16 September 2026 • 4 min read
FCA's CP26/10 lets firms gather less - it doesn't let them assume more

Regulation

FCA's CP26/10 lets firms gather less - it doesn't let them assume more

'A family knowing a client's wishes is not the same as the client stating them'

clock 15 September 2026 • 5 min read
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