What should wealth firms expect in 2025?
Simplify Consulting’s Carl Woodward on the impact of NI increases, regulation and Consumer Duty on the wealth and advice industry next year
Capital gains tax (CGT) liabilities in Portugal depend on whether a client is resident, non-resident or approved under the non-habitual residents regime, explains Jason Porter, director of European IFA firm Blevins Franks.
Simplify Consulting’s Carl Woodward on the impact of NI increases, regulation and Consumer Duty on the wealth and advice industry next year
Global climate assets up 6% in first nine months of 2024
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks
Xavier Meyer comes in
Group will launch £4.5m in cost-saving measures over the coming months
The reluctance of platforms to allow for fractional trading means the inclusion of ETFs and investment trusts within MPS is being constrained