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3 小时
Perspective adds £375m AUA with five acquisitions
Perspective Financial Group Ltd (Perspective) completed a further five acquisitions in December 2024, bringing the Group’s ...
3 小时
QB Partners’ Gerry Brown on IHT business property relief ruling
Inheritance tax business property relief has attracted attention with the Chancellor’s announcement that the relief would ...
3 小时
Trump crypto token frenzy could trigger UK tax problems
The $TRUMP token rose from around $7 on 18 January to high of nearly $75 a day later before falling back sharply ...
1 天
IHT tax on pensions must ‘loosen’ where lump sums are not for estate management
Many DB schemes pay out lump sums on death but these are often by scheme design and not any form of wealth transfer- they are ...
1 天
Oxford Risk launches retirement income suitability tool
Oxford Risk has launched its innovative ‘Retirement Income Suitability’ software solution, designed to support financial ...
1 天
Hoxton Wealth adds £85m AUM with latest UK advice firm acquisition
International independent financial advisory firm Hoxton Wealth has continued its UK acquisition strategy by completing 2024 ...
1 天
Chartered firm Colmore Partners hires Charlie Garner as financial planner
Chartered financial planning firm Colmore Partners has added a new financial planner to its growing team in Birmingham.
1 天
Geoff Cook on global trends amid Trump inauguration
As 2024 recedes into the memory, a decisive moment in global politics is upon us: Donald Trump will be returning to the White ...
4 天
DORA goes live with ‘challenges’ for European financial sector firms
Critical ICT third-party service providers designated as such by the European supervisory authorities (ESAs) come directly ...
5 天
Söderberg & Partners invests in three more UK IFA firms
Swedish wealth manager Söderberg & Partners has made investments in three more IFA firms as it grows its footprint in the ...
5 天
Probate delays surge could be ‘exacerbated’ by pension IHT rule change
New analysis of Freedom of Information (FoI) data obtained from the Ministry of Justice by Quilter, the financial adviser and ...
6 天
GSB hires ex-Fry Group, Sanlam’s Hugh Johnson as COO
Global wealth management group GSB has hired Hugh Johnson as chief operating officer of GSB, based in the company’s London ...
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