Millions of Brits could benefit from the abolition the lifetime pension allowance, according to national IFA firm Continuum.
Category Archives: financial advice
Number of smaller advice firms continues to shrink
The number of firms with over 50 advisers rose 17% from 35 firms in 2020, as consolidation within the financial advice market continues to narrow the number of smaller firms.
Rise in flexi retirement leaving over 65s at risk of paying too much tax
Flexible retirement is boosting the number of older workers, but also leaving many open to higher tax bills and more complicated finances, according to national IFA firm Continuum.
Inheritance tax shock
More over 70s are choosing to cohabitate with a partner rather than enter marriage or a civil partnership, but this could have dire consequences if one of them passes away, according to an article in The Daily Express including Brandon Consulting Services client Continuum.
Tax bill implications of Sunak’s Spring Statement
Inheritance tax was one of a number of topics discussed in an article in The Daily Express, including comment from Brandon Consulting Services client Continuum.
Pandemic has increased awareness of the benefits of financial planning amongst younger generations
The Coronavirus pandemic has helped increase the awareness of the benefits of financial planning amongst younger generations, according to one of our clients national IFA Continuum.
Inflation could lead to a resurgence in popularity of annuities says Continuum
As both state and private pensions begin to fall short of what many pensioners need due to inflation, we may see a growth in the number of financial advisers recommending annuities, according to one of our clients, national financial planning business Continuum.
COP26: What is the role of the adviser in ESG?
With the COP26 conference dominating national press this week, support for environmental principles from the financial advice community has been evident on social media, writes Kat Mitchell.
Three advisers join Continuum as assets under influence and income continue to skyrocket
One of our clients, national financial planning business Continuum has had three new financial advisers join the business as assets under influence and income continue to skyrocket.
Continuum reports £300m increase in net assets for first half of 2021
One of our clients, national financial planning business Continuum has seen net assets increase by £300m in the first half of 2021, an increase of 38% year on year, building on the impressive growth seen by the firm in 2020.
