Richard Parkin

1 week ago | moneymarketing.co.uk | Kimberley Dondo |Richard Parkin |Steve Webb

In this episode of In Conversation With…, host Kimberley Dondo is joined by Andrew Tully, Technical Services Director at Nucleus Financial, to unpack the proposed changes to Inheritance Tax (IHT) and their far-reaching implications. From navigating potential reforms to identifying key client groups and avoiding common planning pitfalls, Andrew shares expert insights and actionable strategies for advisers preparing for what’s ahead in 2025.

1 week ago | moneymarketing.co.uk | Momodou Musa Touray |Richard Parkin

Tatton Asset Management has reported an increase in net flows of £3.687bn for this financial year. This is an increase of 60.1% rise on prior year net inflows (£2.303 bn) as the discretionary fund manager records another year of strong growth. In a trading update this morning (15 April), Tatton reported an average monthly net inflows of £307m with the strong momentum from H1 carrying through to H2. Net inflows in H1 were £1.832 bn, an average of £305m per month.

2 weeks ago | moneymarketing.co.uk | Richard Parkin |Darius McQuaid

I spend a lot of my time talking to advisers about retirement income. Those who’ve been in the profession a long time recall the time, before the global financial crisis, when income funds were a key part of client portfolios. How distribution funds were the go-to approach, and the UK Income sector dominated fund flows.