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Professional Adviser
25 分钟
Trial of ex-Titan Wealth employee delayed
The trial of Marian Okunola, a former contractor-turned-employee of Titan Wealth, was postponed today (22 January) during a ...
Professional Adviser
1 小时
Lords committee FCA name and shame report expected 'shortly'
The Lords’ Financial Services Regulation Committee (FSRC) is expected to produce its report on Financial Conduct Authority ...
Professional Adviser
3 小时
Campaigners claim victory as HMRC overhauls pension withdrawal tax system
The way HM Revenue & Customs (HMRC) taxes pension withdrawals is finally being overhauled ten years after over-taxation ...
Professional Adviser
6 小时
HMRC nets £6.3bn from IHT in first three quarters of 2024/25
Inheritance tax (IHT) receipts totalled £6.3bn in the first three quarters of the 2024/25 financial year, up 11% on the ...
Professional Adviser
6 小时
Quilter platform delivers record quarterly net inflows of nearly £2bn
Quilter’s platform has reported record quarterly net inflows of £1.9bn during the fourth quarter, latest results show.
Professional Adviser
5 小时
Alternative IHT/pensions strategies outlined as HMRC consultation closes
Alternative ways for the government to implement inheritance tax (IHT) on pensions have been put forward by industry experts ...
Professional Adviser
6 小时
Transact names Tom Dunbar CEO as Jonathan Gunby retires
Platform Transact has named Tom Dunbar as its CEO with Jonathan Gunby set to retire in March. The business said the move was ...
Professional Adviser
6 小时
CMA chair Marcus Bokkerink ousted by government amid growth push
He took on the role in 2022, during which time he "successfully delivered" on the five priorities he identified when joining ...
Professional Adviser
7 小时
PFS publishes economic abuse and life insurance guide for advisers
The Personal Finance Society (PFS) has today (22 January) published a Good Practice Guide for advisers about economic abuse ...
Professional Adviser
36 分钟
Financial heavyweights join forces against chancellor's IHT/pension plans
AJ Bell, Quilter, Hargreaves Lansdown and Interactive Investor – have jointly written to chancellor Rachel Reeves opposing the way the government plans to introduce inheritance tax (IHT) to pensions.
Professional Adviser
23 小时
Abrdn back in the black as it posts net inflows in 2024
Abrdn has seen a return to net inflows after a boost from alternatives, quantitative strategies and liquidity put the firm ...
Professional Adviser
23 小时
Fundment founder on £45m investment: We've 'done a fraction' of what we'll achieve
Tech platform Fundment has secured £45m in Series C funding, led by Highland Europe and joined by ETFS Capital.
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