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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Annuities: Advisers' IHT on pensions questions answered

Tax planning

Annuities: Advisers' IHT on pensions questions answered

IHT treatment, death benefits, and ‘tax on tax’

clock 10 November 2025 • 7 min read
PA Asks: Should the FCA intervene to tackle pension delays?

Your profession

PA Asks: Should the FCA intervene to tackle pension delays?

Plus, did the FCA's consolidation review go far enough?

clock 07 November 2025 • 1 min read
The 'renewed' role of onshore bonds in today's advice conversations

Bonds

The 'renewed' role of onshore bonds in today's advice conversations

Tax changes and intergenerational planning driving adviser demand for wrappers

clock 07 November 2025 • 1 min read
The smartest business owners are thinking about legacy, not just liquidity

Your Business

The smartest business owners are thinking about legacy, not just liquidity

Selling a financial planning firm can feel ‘all-consuming’

clock 07 November 2025 • 4 min read
Bringing financial planning back to the community

Your Business

Bringing financial planning back to the community

'Rebuilding public trust isn't just good for clients'

clock 07 November 2025 • 3 min read
IHT shift: Why guaranteed income and property wealth will become strategic anchors for advisers

Tax planning

IHT shift: Why guaranteed income and property wealth will become strategic anchors for advisers

'Professional financial advice will be central'

clock 06 November 2025 • 5 min read
What's COP got to do with financial advice? More than you might think

Green

What's COP got to do with financial advice? More than you might think

'The COP process may feel remote from day-to-day advice, but its outcomes cascade'

clock 06 November 2025 • 5 min read
Business relief: Advisers' IHT on pensions questions answered

Tax planning

Business relief: Advisers' IHT on pensions questions answered

AIM shares, gifting and the upcoming Autumn Budget

clock 06 November 2025 • 6 min read
Expanded AML remit for the FCA: a good or bad thing?

Regulation

Expanded AML remit for the FCA: a good or bad thing?

'Lots of issues to work through' before changes come into force

clock 05 November 2025 • 3 min read
Remain alert: Why cybersecurity in advice is not a 'one and done' solution

Your Business

Remain alert: Why cybersecurity in advice is not a 'one and done' solution

'Don’t be stuck down the Cyber without a paddle'

clock 05 November 2025 • 4 min read
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