Danby Bloch

Dec 11, 2024 | moneymarketing.co.uk | Danby Bloch |Momodou Musa Touray

Good morning and welcome to your Morning Briefing for Wednesday 11 December 2024. To get this in your inbox every morning click here. Consolidation of consolidators ‘inevitable’The mooted “consolidation of consolidators” is an “inevitability”, Radiant chief executive Simon Cogman-Hellier has insisted. There are 34 venture-capital-backed consolidators in the advice space currently.

Dec 9, 2024 | moneymarketing.co.uk | Rachel Vahey |Catriona Standingford |Danby Bloch

With a new government intent on raising taxes, the industry anticipated there would be changes to pensions within the Budget, and that proved true with the announcement that, from April 2027, pensions will fall into the inheritance tax (IHT) net. Since 2015, the tax treatment on pensions on death has been especially generous, and even more so since the lifetime allowance was abolished.

Dec 5, 2024 | moneymarketing.co.uk | Catriona Standingford |Danby Bloch |Nita Patel

Financial advisers are increasingly concerned about losing assets as a result of the great wealth transfer, but many are not doing enough to attract the next generation of clients, Schroders has warned. In its latest UK financial adviser survey, the firm found 62% of respondents are concerned about the impact that wealth transferring between generations could have on their business.

Dec 3, 2024 | moneymarketing.co.uk | Jake Moeller |Momodou Musa Touray |Danby Bloch

The curtain has now closed on the COP29 conference and, for many, attention will turn away from devising measures to protect the environment and mitigate climate change to other areas of concern, be they economic or political. Sentiment towards sustainable investing can be similarly fickle and is often influenced more by short-term performance than the long-term objectives sustainable strategies have in tackling the existential threats facing our planet, alongside financial returns.

Dec 3, 2024 | moneymarketing.co.uk | Victoria Ross |Danby Bloch |Paul Morrish

I’ve read quite a few opinion pieces recently on the benefits of being a smaller company in the financial planning space. Having started my advice career at a smaller firm with 10 employees and now being part of an international company with a headcount significantly higher, I’ve gained valuable experience from both and feel well positioned to provide a balanced view. Small can be beautiful A benefit that small companies share across many industries is having all your employees in one room.