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Professional Adviser
@profadviser.bsky.social
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For financial advisers and paraplanners

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profadviser.bsky.social
Are passive bonds living off an equity market reputation?

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Are passive bonds living off an equity market reputation?
Why are passive investments working so well in equity markets, and, in many cases, not succeeding in the same way with bonds? Terry McGivern explores the issues...
incm.pub
December 23, 2025 at 5:23 PM
profadviser.bsky.social
Tavistock to take fintech focus amid 'significant strategic realignment'

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Tavistock to take fintech focus amid 'significant strategic realignment'
Tavistock is now positioning itself to become a fintech business and will use “extensive but appropriate” use of artificial intelligence (AI).
incm.pub
December 23, 2025 at 5:22 PM
profadviser.bsky.social
Trian and General Catalyst to purchase Janus Henderson for $7.4bn

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Nelson Peltz's Trian and General Catalyst to purchase Janus Henderson for $7.4bn
Janus Henderson Group has entered into a definitive agreement with Trian and General Catalyst to be acquired in a $7.4bn all-cash transaction.
incm.pub
December 23, 2025 at 3:13 PM
profadviser.bsky.social
Inheritance tax exemption threshold for farmers increased to £2.5m

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Inheritance tax exemption threshold for farmers increased to £2.5m
The allowance for 100% relief of agricultural property relief (APR) and business property relief (BPR) will be set at £2.5m from April 2026, up from the £1m originally announced in the 2024 Autumn Budget.
incm.pub
December 23, 2025 at 3:12 PM
profadviser.bsky.social
2025 reflections: How strong companies trumped politics

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2025 reflections: How strong companies trumped politics
Ryan Hughes reflects on the past 12 months in the world of investment and says strong companies trumped politics in 2025...
incm.pub
December 23, 2025 at 1:04 PM
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Advice AI start-up Avenir to close operations

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Advice AI start-up Avenir to close operations
Financial advice artificial intelligence (AI) start-up firm Avenir will be winding down its operations.
incm.pub
December 23, 2025 at 1:03 PM
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Editor's message: A time for holiday reflection

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Editor's message: A time for holiday reflection
It’s been yet another busy year for Professional Adviser and advice.
incm.pub
December 23, 2025 at 1:02 PM
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Preparing for 2029: Adapting to the Budget's salary sacrifice cap

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Preparing for 2029: Adapting to the Budget's salary sacrifice cap
The burden of the chancellor's salary sacrifice cap policy primarily lands on the shoulders of British businesses, writes Steve Charlton
incm.pub
December 22, 2025 at 2:09 PM
profadviser.bsky.social
AI was 'headline act' this year

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AI was 'headline act' this year
2025 was the year artificial intelligence (AI) moved from theory to practice in financial advice. Professional Adviser talks to experts in the field about how AI in advice unfolded this year and what more is left to come.
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December 22, 2025 at 2:08 PM
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'Worrying disconnect': Advisers at risk of being painted as SDR missing link

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'Worrying disconnect': Advisers at risk of being painted as SDR missing link
Elly Dowding and Lee Coates on why the SDR regime cannot work without advisers and why 2026 must be the year of knowing clients - fully...
incm.pub
December 22, 2025 at 2:07 PM
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SFO secures six-figure confiscation order against Axiom Legal Financing fraudster

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SFO secures six-figure confiscation order against Axiom Legal Financing fraudster
The Serious Fraud Office (SFO) has secured a £928,479 confiscation order against convicted fraudster David Kennedy, with the funds set to be returned to victims of a £100m-plus investment fraud.
incm.pub
December 22, 2025 at 9:59 AM
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Utmost to sell life and pensions business to JAB Insurance

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Utmost to sell life and pensions business to JAB Insurance
Utmost Group has announced the sale of its bulk purchase annuity (BPA) business, Utmost Life and Pensions (ULP), to JAB Insurance as it focuses in on wealth solutions.
incm.pub
December 22, 2025 at 9:58 AM
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FCA removes regulatory permissions from advice firm over breaches

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FCA removes regulatory permissions from advice firm over breaches
The Financial Conduct Authority (FCA) has removed regulatory permissions from Verus Financial Services (Verus) over asset restriction breaches and an unpaid Financial Ombudsman Service (FOS) award.
incm.pub
December 22, 2025 at 9:57 AM
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Editor's view: How disjointed is the government's salary sacrifice change?

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Editor's view: How disjointed is the government's salary sacrifice change?
The Royal Air Force and 250,000 knee and hip ops. Not traditionally things you might expect to read about in Professional Adviser.
incm.pub
December 19, 2025 at 5:27 PM
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Budget winners: Why EIS expansion matters for advisers

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Budget winners: Why EIS expansion matters for advisers
Moray Wright explains why EIS expansion matters for advisers...
incm.pub
December 19, 2025 at 1:13 PM
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Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

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Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'
Private markets, from private equity and credit to infrastructure, are being pushed into the retail spotlight through the launch of semi-liquid vehicles and as part of the government’s growth drive. Yet within the UK financial advice sector, uptake remains limited. Sahar Nazir investigates.
incm.pub
December 19, 2025 at 1:12 PM
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IHT receipts continue on path to record year

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IHT receipts continue on path to record year
Inheritance tax (IHT) receipts climbed to £5.8bn for the first eight months of 2025/26, remaining on track for another record year.
incm.pub
December 19, 2025 at 11:03 AM
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Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

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Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families
In this live blog, Professional Adviser brings together all the different good deeds happening across the industry, helping you to see how the industry is contributing positively to charitable initiatives, promoting the value of advice and boosting financial wellbeing.
incm.pub
December 19, 2025 at 11:02 AM
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Diversification, growth and adviser demand: MPS in 2025 and 2026 predictions

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Diversification, growth and adviser demand: MPS in 2025 and 2026 predictions
Experts in the model portfolio service (MPS) field share reflections on the product in 2025 and what 2026 might look like…
incm.pub
December 18, 2025 at 2:13 PM
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FCA publishes response to Which? super complaint

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FCA publishes response to Which? super complaint
The Financial Conduct Authority (FCA) has published its response to a Which? super complaint focused on improving standards in home and travel insurance.
incm.pub
December 18, 2025 at 2:12 PM
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MWA Financial acquires Midlands advice firm

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MWA Financial acquires Midlands advice firm
MWA Financial (MWA) has completed the acquisition of Market Harborough-based Stonewood Financial Planning. The acquisition adds £53m of assets under advice (AUA),...
incm.pub
December 18, 2025 at 12:06 PM
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Perspective snaps up £400m AUA firm in largest deal to date

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Perspective snaps up £400m AUA firm in largest deal to date
Perspective Financial Group (Perspective) has completed the acquisition of Prosser Knowles Associates (Prosser Knowles) in its largest buy to date.
incm.pub
December 18, 2025 at 12:05 PM
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All the advice firm acquisitions that have taken place in 2025

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All the advice firm acquisitions that have taken place in 2025
With consolidation continuing across the industry at rapid speeds, Professional Adviser is working on a rolling list of all the acquisitions and deals that have been agreed over the year…
incm.pub
December 18, 2025 at 12:04 PM
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To 2p or not 2p: Income tax rate changes explained

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To 2p or not 2p: Income tax rate changes explained
Julia Peake says while the rumoured 2p hike on interest rates did not materialise in the Budget, other announcements may affect clients...
incm.pub
December 18, 2025 at 9:49 AM
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Pension reflections: Retirement's biggest moments of 2025

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Pension reflections: Retirement's biggest moments of 2025
Jenna Brown talks to pension experts who share their insight on the biggest developments of 2025, what to expect in 2026 and what they want from the next 12 months...
incm.pub
December 18, 2025 at 9:48 AM