Will the Chancellor Take AIM on 29th October?

Will the Chancellor Take AIM on 29th October?

Monday October 29 has been set as the date for the Autumn Statement and one of the eagerly awaited parts of this for financial advisers could be an announcement to changes to Inheritance Tax (IHT), as a result of the review by the Office of Tax Simplification. There...
Entrepreneurial journey: the catalyst of inspiration

Entrepreneurial journey: the catalyst of inspiration

John Dance, CEO at Vertem, was inspired to set up his own business after hearing the personal story of a successful entrepreneur.   It’s funny how inspiration is sometimes only appreciated in hindsight, in many ways that is probably the best way of looking back on the...
Vertem: very different stockbrokers

Vertem: very different stockbrokers

With Christmas just around the corner, January 2018 is looming on the horizon. One of our discretionary partners, Vertem Asset Management, is already preparing for change in the coming new year. In this article John Dance, CEO, talks us through a campaign Vertem will...
We are MiFID ready, but are clients?

We are MiFID ready, but are clients?

At the risk of teaching grannies to suck eggs, January 3rd 2018 sees the introduction of MiFID II to European Financial Markets and the implementation of the various new regulatory obligations it comes with. Major changes that the readers will be familiar with...