Latest News & Blog

Three top tips for Business Property Relief investments

25 Jan 2021

Compliance Services Director, Mark Greenwood, speaks to Octopus Investments about his three top tips for those advising on - or wanting to find out more about - business property relief.

SimplyBiz Group partners with Aviva for DB transfer referrals

05 Jan 2021

We're delighted to welcome Aviva Financial Advice to our DB pension transfer bureau, helping us provide vital support to advisers and their clients in this complex business area.

Demand for advice is set to 'grow exponentially' this year

04 Jan 2021

Group Chairman, Ken Davy, discusses the ways in which 2021 could be a hugely exciting year for financial advisers, and how the lessons learned in 2020 could be beneficial over the coming months. 

50 years in financial advice, and why the future is bright

17 Dec 2020

Our Group Chairman, Ken Davy, celebrated his 50th anniversary in financial services this month. To mark the occasion, he wrote this piece about his time starting out as an adviser, and why the future for the sector has never looked more positive. 

Estate planning season is here!

15 Dec 2020

‘Tis the season for estate planning and in this article Libby Holding, Legal Services Director of APS Legal & Associates - part of The SimplyBiz Group - explores the ways in which additional gifts at this time of year can help clients with their estate planning for inheritance tax (IHT).

How did challenge lead to innovation in the surveying market?

14 Dec 2020

"As we developed the remote valuations, we knew that they would prove suitable for not only this trying time but also moving forward." 

Gateway award success!

11 Dec 2020

Congratulations to Gateway, which was named Survey/Valuation Business of the Year at the recent Mortgage Introducer Awards.

A guide to creating a good file

10 Dec 2020

We are often asked what a good file looks like, as people are keen to ensure their records are compliant and contain everything needed.  If there’s someone who knows what gets a file on the ‘good list’ rather than the ‘naughty list’ it’s our Director of Compliance Services, Mark Greenwood. 

SimplyBiz Group appoints tax efficient investment referral partner

09 Dec 2020

We are delighted to have partnered with Kuber to provide an outsourced tax efficient investment advice service for our Members and Clients.

Advisers call for clarity around ESG suitability rules

04 Dec 2020

Read what Patrick Norwood, Insight Analyst at Defaqto, has to say about advisers’ calls for greater clarity after learning intermediaries may not be required to include a client’s sustainability preferences in the advice process after all.