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PERSONAL FINANCE PROFESSIONAL

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An age-old problem

Wednesday 22nd March 2023
It is well documented that many younger people struggle to afford a mortgage and to get onto the property ladder. But what about the other end of the age spectrum?
Pensions
Tax planning
Mortgages
Open-access content
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Budget – Spring 2023

Monday 20th March 2023
John Woolley highlights the key announcements from the Budget impacting financial advisers and their clients
Tax planning
Advice process
Open-access content
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Rethinking retirement

Friday 17th February 2023
The cost-of-living crisis and politics are playing havoc with many people’s retirement plans, as Liz Booth reports
Pensions
Open-access content
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Economic outlook - how can advisers help?

Friday 17th February 2023
As 2023 begins where last year left off, with widespread strikes, high energy costs, bad weather and a cost-of-living crisis, Liz Booth looks for signs of recovery
Advice process
Open-access content
yktc

Rebuilding the mortgage market

Friday 17th February 2023
Aamina Zafar reports on a market still recovering from the disastrous mini-Budget and rising interest rates
Mortgages
Open-access content
hjvb

Teaching tax

Friday 17th February 2023
As new research shows significant numbers of UK adults do not understand the tax they pay, Liz Booth uncovers a huge opportunity for financial planners to engage with their clients on tax literacy
Tax planning
Advice process
Open-access content
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Autumn Statement: Key changes

Friday 17th February 2023
Niki Patel highlights key changes and tax planning opportunities for clients following the Autumn Statement
Investments
Tax planning
Advice process
Open-access content
65r

Duty bound

Friday 17th February 2023
Dr Matthew Connell reports on the latest developments on the road to implementation of the Consumer Duty
Advice process
Open-access content
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Talking technical

Friday 17th February 2023
This issue's Technical Connection article looks at IHT
Tax planning
Open-access content
jtf

Edinburgh Reforms - Cutting the red tape

Friday 17th February 2023
Dr Matthew Connell provides an update on changes to the UK’s financial services regulations post-Brexit
Regulation
Open-access content

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