Insights, opinions and commentary on the business issues that matter to Financial Advisers

How will Brexit affect your business?

3 December 2020

Brexit and your business – transition period end 31 December 2020 So here we have it: the transition period ends on 31 December 2020, but we still don’t know if…

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Brexit Impact

10 November 2020

Although the UK’s departure from the EU is set, political discussions are continuing to secure some form of deal. With the date getting closer amidst the pandemic, the uncertain outcome has lead the Government to warn businesses to be ready for either a ’new deal’, meaning a potential agreement on trade and future relations, or no deal.

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Path to Remote Engagement: Could this be the time for pulling out of the holding pattern?

5 November 2020

COVID-19 has turned our lives upside down, changing everything from the way we socialise and work through to how we shop, with a common thread being the increased use of technology. In times of stress or change, having a real connection with the people you do business with – both clients and colleagues – is more important than ever.

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How wealth platforms support Adviser businesses

30 September 2020

For Advisers, wealth platforms are strategically important to the way their businesses run; to be successful they have to meet three fundamental needs

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To tax or not to tax

22 September 2020

The last six months have seen an unprecedented but much-needed increase to the levels of government spending in the UK, to rise to the challenges of Covid-19. The image of Rishi Sunak taking to the stand to announce monumental measures to try to support the economy, businesses and workers is almost as memorable as Boris addressing the nation to tell us we were locking down…

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Helping your clients get a slice of the ETF cake

21 September 2020

ETFs celebrate their 30th birthday in this year with the first successful ETF having been launched in Canada in March 1990. The global ETF market is growing fast, reaching $6.35 trillion at the end of December 2019 – a very significant rise from $4.3 trillion in 2017…

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Three ways Novia can help you drive better long term client outcomes

2 September 2020

With the unprecedented events of 2020 ongoing and the environment for acquiring new clients still challenging due to the COVID 19 restrictions, we’ve been working with some of our advisory…

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A New Working Paradigm

16 April 2020

We are living in very challenging times.  That’s all relative of course as those on the frontline leading the fight against COVID-19 are really having it rough and in comparison,…

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Coronavirus shock: market impact, outlook and strategy

18 March 2020

Markets In the midst of surging fears of coronavirus, there have been extreme moves in the markets for several weeks: Volume: Trading volumes in all asset classes spiked when the…

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Capital Gains Tax – the advantages of taking the allowance into consideration

24 February 2020

Capital Gains Tax can sometimes feel like a punishment for good performance, but there are definite advantages to taking CGT allowance into consideration.

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Contingent Charging – Would a ban be the thin end of the wedge?

17 February 2020

As the ban on contingent charging for Defined Benefit transfers goes through the motions of consultancy with the FCA, it looks extremely likely that the ban will end up being…

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Monetary policy, election and Brexit

11 December 2019

Who holds the cards to win this important vote? In the last month, with the election and Brexit looming, the news has been flooded with details of manifestos, spending plans…

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Triage: How to navigate the Advice Boundary

10 December 2019

Advice costs money…and so it should. Good quality advice is key to a client’s retirement planning, but will they see it that way when faced with an upfront cost? With…

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