Five things your clients will call you about this week

clock

The struggle of finding a mortgage in your forties, families being split apart by inheritance tax disputes and fears around cash held outside the UK safety net...the things your clients will call you about this week.

Mortgages in your forties Finding a mortgage gets harder in your forties, according to a piece in the Telegraph. The article flagged up concerns mortgage companies are "out of step" because they have refused to amend age-related criteria after the scrapping of the default retirement age. Investors missing out Another piece in the Telegraph details how investors have missed out on bumper stock market gains. The euro deal, it writes, has proved a "remarkable fillip" to equities with the FTSE 100 surging over the past couple of weeks. But with fund sales falling in September to their lo...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

FCA launches consultation on private stock market

FCA launches consultation on private stock market

Move follows Mansion House commitment

Linus Uhlig
clock 17 December 2024 • 3 min read
Partner Insight: Is FOMO overruling investment basics?

Partner Insight: Is FOMO overruling investment basics?

In 2020 we introduced our bubbles chart showing how concentrated investors were in a particular theme. Four years on we look at what, if anything, has changed, and what it means for investors going forward.

Orbis Investments
clock 16 December 2024 • 3 min read
Special situations: How to spot a good management team

Special situations: How to spot a good management team

'We prefer management teams that are considered rather than overly promotional'

Henry Flockhart and Andy Gray
clock 10 December 2024 • 5 min read