Thought leadership

artistic image showing rising and falling values of stocks and investments

How will technology advances affect financial advice?

Artificial intelligence, open banking, robo advice, blockchain, virtual reality – all hot topics in financial services innovation as brands try to understand how they can most effectively engage their customers, better understand their circumstances and monetise their connections using the latest technology. In the financial advice market we’ve been hearing these phrases for several years [...]

How political risk affects investments

Investment managers consider political risk when making investments. At the moment there’s a lot of talk on both sides of the Brexit argument about the potential impact of the UK leaving the EU either with or without a deal…

Alternative investment strategies for your portfolio

A first-hand account from Jasmit Bahia, about how recent changes have affected his BTL portfolio.

A row of houses representing inheritance tax IHT

Is Buy-to-Let on the way out?

Analysis of the changes upsetting the BTL market from property specialists, John Charcol.

What to do when someone dies

What does the executor need to do next? How do you register a death? How do you obtain probate? All this, and more about the costs associated with passing on an estate from Wren Sterling’s Head of Later Life Advice.

The Federal Reserve should do the right thing

Trump, China, Russia, Brexit – 2019 could be another unpredictable year, but Jon Cunliffe of Charles Stanley is anticipating reasonable stock market performance and explains why in this article.

The importance of pension scheme governance

Now that contributing to employee’s pension is compulsory to compliance, the importance is shifting to not only providing a workplace pension – but to providing a great workplace pension. Find out more about the importance of pension scheme governance.

Best practice in running a business, key financial reports and cloud efficiencies

A growing trend in working life is for people to begin businesses later on in life, sometimes to phase their retirement or to earn extra income in retirement. Steve Blissett of Rodliffe Accounting outlines best practice for starting a new business and sheds light on the technology simplifying accountancy for business owners.

The constraints of making gifts under a Power of Attorney

Can I make gifts as a Power of Attorney? It’s a common question, and the answer is yes – but there are strict rules to be adhered to. Neil MacGillivray, Head Of Technical Support at James Hay explains.

Resolving financial issues in family disputes

Disputes over matrimonial assets, arrangements for children, or in situations where parties are not married; in these scenarios Claire Colbert, Family Lawyer at Freeths explains the options available to parties hoping to resolve financial disputes.