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💼 Tax changes don’t happen in a vacuum. Tony Wickenden explores how the shift to a long-term residence model is driving millionaire exodus—and what it means for the UK economy. Behaviour follows tax. Read more: moneymarketing.co.uk/opinion/tony-w… #Tax #NonDoms #IHT #UKFinance

The Morning Briefing: UK platforms eye growth; Behavioural change driven by tax change #TMB moneymarketing.co.uk/news/the-morni…

Shepherds Friendly paid 96% of income protection claims in 2024 moneymarketing.co.uk/news/shepherds…

Mattioli Woods and Kingswood merge to create £25bn wealth group moneymarketing.co.uk/news/mattioli-…

🎂 10 years on from pension freedoms, investors really can have their drawdown cake and eat it too. Morningstar’s Steve Owen explains how smart planning turns flexibility into financial confidence. 🍰 Read more: moneymarketing.co.uk/opinion/mornin…

HALO Invest gears up for platform launch with superstar senior hires moneymarketing.co.uk/news/halo-inve…

Invesco, Pathlines and Guiide to launch guided drawdown for non-advised pension savers moneymarketing.co.uk/news/invesco-p…

“If you broke down on the motorway and the AA sent you a cheque, it wouldn’t be very helpful.” Kevin Carr explains why support services in protection insurance matter — and how they can change lives, not just finances. 📰 Read more: moneymarketing.co.uk/opinion/kevin-… #protection

FCA pushes forward on crypto custody regulation moneymarketing.co.uk/news/fca-pushe…

UK wealth market tops £1.1tn on outsourcing boost moneymarketing.co.uk/news/uk-wealth…

Paying IHT before probate is granted? A classic catch-22. Barrie Dawson explains how recent changes to the Direct Payment Scheme could help – and where gaps still remain. Are your clients' estates ready? #InheritanceTax #FinancialPlanning 🔗 moneymarketing.co.uk/news/barrie-da…

Japanese life insurer Dai-ichi Life mulls 15% stake in M&G moneymarketing.co.uk/news/japanese-…

The Morning Briefing: UK wealth market tops £1.1tn; Japanese life insurer mulls M&G stake #TMB moneymarketing.co.uk/news/the-morni…

Intelliflo partners with Flagstone to drive efficiency in client reporting moneymarketing.co.uk/news/intellifl…

Damian Davies shares 3 practical tools to transform your factfinding process — and why empathy, not checkboxes, is your real compliance superpower. Read the full article here 👉 moneymarketing.co.uk/opinion/damian…

Fintegrate integrates FinaMetrica’s risk tolerance toolkit into its platform moneymarketing.co.uk/news/fintegrat…

Fidelius merges with TJP to accelerate UK growth strategy moneymarketing.co.uk/news/fidelius-…

This week’s top 10 must-reads from financial services include a tribute to Aberdeen’s Michael O’Brien and insights on the FCA’s vulnerability review sparking renewed focus on face-to-face advice. Don’t miss out! moneymarketing.co.uk/mm-tv/money-ma…

Age is a lazy metric for financial advice. Harry Webster explains why behavior trumps birth years when understanding clients. A must-read for advisers wanting deeper client connections. #FinancialAdvice #ClientSegmentation moneymarketing.co.uk/news/harry-web…

51,140 people died without wills last year - where do their assets go? Lois Vallely's eye-opening Weekend Essay explores intestacy rules that could see your estate going to estranged relatives...or even the Crown. Essential reading! #EstatePlanning #Wills moneymarketing.co.uk/opinion/weeken…