How to Run an Investment Committee in a UK Advice Firm: Charter, Cadence and MI
How UK advice firms should run an investment committee under Consumer Duty: charter, cadence, MI pack, decision rights, and what minutes must record.
Investment
Investment strategy, portfolio construction, and market commentary for wealth professionals.
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DFM Minimum Investment Levels: A UK Adviser's Guide for 2026
DFM minimum investment levels for UK advisers in 2026: MPS, bespoke, and segregated mandate thresholds, why they exist, and how to use them in segmentation.
Tapered Annual Allowance: Pension Planning for HNW Clients in 2026/27
The tapered annual allowance can cut HNW pension funding to GBP 10,000. Here is how UK wealth advisers should plan in 2026/27 to avoid surprise tax charges.
Bespoke Portfolio Management for HNW Clients: When It Earns Its Fee
When bespoke portfolio management beats MPS for UK HNW clients. Suitability triggers, real fee maths, due diligence questions and Consumer Duty notes.
General Investment Accounts for HNW Clients: A UK Adviser's Guide for 2026/27
How UK wealth advisers should use General Investment Accounts for HNW clients in 2026/27: CGT, dividend, and savings allowances, plus DFM and asset location.
AIM Portfolios and the New GBP 1m IHT Cap: What UK Wealth Advisers Need to Know in 2026/27
From 6 April 2026, AIM shares qualifying for BPR drop to 50 percent relief and a GBP 1m IHT cap applies. What UK wealth advisers need to know in 2026/27.
Tax Implications of DFM Portfolios: What UK Advisers Should Tell HNW Clients
How DFM portfolios are taxed in the UK: CGT on rebalancing, income character, wrappers, VAT on fees, and the 2026/27 figures advisers should know.
Building a Centralised Investment Proposition: A Framework for UK Advice Firms
A practical framework for designing a Centralised Investment Proposition for Consumer Duty. Segmentation, delivery, governance and documentation.
Direct Holdings vs Pooled Funds in MPS: The Transparency Question for Advisers
Direct holdings vs pooled funds in MPS: how transparency, cost, and CGT efficiency differ, and when each structure suits UK wealth advisers and clients.