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Insights

Key Budget changes on the IFA agenda

By David Lowe

Embark Adviser newsletter

The key announcements made in the Budget that will impact IFAs and their clients comes in the context of a massive fiscal boost for the economy of £30bn and a remarkable increase in regional, housing and infrastructure spending of more than £600bn over the life of this Parliament.

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Tax Year End 2019-2020 deadlines

By Suraj Shah, Embark Group

General news

In preparation for the approaching tax-year end here are some key deadlines and information for your pension contributions, pension benefits and ISA/GIA payments.

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How to stop clients from walking away

By Ben Peele, PortfolioMetrix

Embark Adviser newsletter

Building a wealth advice business can be a rewarding career but how do you maximise the value of your business, particularly if you have an eye on selling it to a third party at some point? One of the key criteria for valuing adviser firms is the assets under advice (AUA) that they have on their books.

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We need to talk about...the pension freedoms

By Sara Wilson

Embark Adviser newsletter

For the uninitiated, the 2014 Budget announcement that the government would “legislate to remove all remaining tax restrictions” on access to pension pots may not have sounded particularly radical.

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"Coronavirus" COVID-19 - putting recent market falls into context

By Asim Javed, Alpha Beta Partners

COVID-19, Embark Adviser newsletter

Two weeks ago, the S&P 500 Index fell 11.4% in a single week. What is the precedent for a move of this magnitude?

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The true value of IFAs

By David Norman, TCF Investment

Embark Adviser newsletter

More than ever IFAs are having to justify their value. Amidst MiFID disclosure requirements and ever-growing press scrutiny, advisers need to show what they do and why they’re worth it.

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