Watch the 2021 PA Awards online on 11 March
This year's edition of the PA Awards will be hosted digitally due to the pandemic, shown live on Thursday 11 March at 4pm.
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This year's edition of the PA Awards will be hosted digitally due to the pandemic, shown live on Thursday 11 March at 4pm.
Chris Budd: Considering afterlife and client objectives What life memory would you choose? Chris Budd Financial planning is all about creating a clear path to identifiable objectives, writes Chris Budd, one of the IFW’s five pillars of financial wellbeing. Here, he looks at the challenge of helping clients work out what will make them happy… When we ask clients to think about what will make them happy, we are asking a question that is laden with problems. There is the difficulty in envisaging our future selves. There are also expectations... Sign In
Keith Churchouse reflects on the past 12 months in lockdown and asks what other advisers have learned from their pandemic experiences
Looking at a finalist in the 2021 PA Awards tax-efficient adviser of the year category, this sponsored video explores WIS Mortgages as a company and why its trained accountants are particularly hot on tax-efficient advice.
10 key takeaways from the Budget Wednesday 3 March The Office for Budget Responsibility Economic and Fiscal Outlook said the DWP had identified "underpayments of state pension relating to entitlements for certain married people, widows and over-80s back to 1992". From extending the stamp duty holiday, revisiting DC investments to cancelling alcohol duties. Here are 10 key takeaways Professional Adviser believes members of the financial services sector ought to know. On Wednesday (3 March), Chancellor of the Exchequer Rishi Sunak delivered the Spring budget, outlining what he has planned as we...