Insurance Brokers

IHT Receipts Top £0.7billion, HNW Brokers Could Help Protect Wealth

There’s an opportunity for brokers who specialise in HNW clients here; Inheritance tax receipts hit £0.7 billion in April 2024 according to data released by HM Revenue and Customs (HMRC) this morning. This is £85 […]

News

FCA Moves to Recover £1.6m From Argento Wealth Ltd

Latest case report from the FCA; The Financial Conduct Authority (FCA) has secured court approval to obtain £1.6 million from Argento Wealth Ltd (AWL) and its sole director Mr Daniel Willis, who promoted two alleged […]

Insurance Brokers

Survey Says Many IFAs are Planning Their Exit Strategy

As AI toolkits become the baseline setting on many a stock portfolio, are we about to see the rapid decline of the wealth planner? The IFA market is struggling with dying town centres, an increasing […]

Insurance Brokers

Broker Opportunities: Digital & Property Assets Are Worth a Bit of Planning

The property boom of recent years may be coming to an end, but many people have become asset millionaires in the UK. Two things in life are certain of course and once you are gone, […]

Insurance Brokers

New Partnership Aims to Improve Wealth Management Advice

This new partnership aims to streamline much of the process when it comes to wealth management advice. More details here; BSI and aixigo are proud to offer new software solutions partnership. BSI is market leader […]

Opinion

Work After 50? Planning a Part-Time Retirement Makes Sense

As western governments continue to raise the State pension age, more people are realising that they will have to make their own arrangements for funding their later years. The benefits system in the UK currently […]