We are very proud to announce that Tatton won two awards at the Wealth Advisor Awards last week; Best Investment Product Provider and Best Boutique Wealth Manager!!
Paul is going to shave his silver locks off for charity. He is hoping to do this no later than the end of July, but the quicker he hits the target the quicker you get to see him go from Richard Gere to Bruce Willis (or something similar)! There will be plenty of pictures and… Read more »
We are celebrating 10 years of delivering outstanding service. Thank you to all our partner firms for your continued support. If you would like more information on Paradigm or how you can join us, please click here.
In this month’s issue of Target we lead with an article about the introduction of the Senior Managers Certification Regime, a subject which was discussed at our recent Best Practice Workshops. We would also like to draw your attention to MiFID II and the effect this will have on FCA applications. We also include an… Read more »
Click here to read David Ryder and Graeme Stewart’s article in New Model Adviser about the new EU rules on the supervision of staff that comes into force in January 2018.
As the Autumn statement approached Steve Webb calls for the Government to stop tinkering with tax relief. Twice a year, in the run up to the Spring Budget and the Autumn Statement, we face a torrent of speculation as to what changes the Chancellor might make to pension tax relief. Although pensions should surely be… Read more »
“In his last Budget, George Osborne positioned the Lifetime ISA (LISA) as a means of saving for both a first house deposit and for retirement. While LISA may offer an attractive retirement savings option for some younger self-employed individuals, there are concerns that employees might be tempted away from workplace pensions, losing valuable employer contributions… Read more »
Click here to read Steve’s latest article in Money Marketing.
The residence nil rate band (RNRB) was announced in last year’s Summer Budget and will come into force from 6 April 2017. Click here to read more