IHT receipts up £200m on same time last year as Budget looms
Removal of IHT reliefs reported to be in the sights of Chancellor Rachel Reeves
Author: Alex Sebastian
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SJP says a third of investors shifted into cash as rates rose
Only 12% increased exposure to equities during this time
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Evelyn Partners makes double hire to IFA sales team
Joe Sheehan and Ben Sims brought on board
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Liontrust neutral on US equities due to small cap hopes
US smaller companies have underperformed and they now offer good value
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PEOPLE MOVES: Quilter Investors, Aviva Investors, Premier Miton, Orbis, Morningstar, Columbia Threadneedle
Quilter adds to manager research team
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Premier Miton’s David Jane: Should clients ‘income cost average’?
The multi-asset manager lays out a different way to think about investing
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Platform software firm Bravura returns to profit
The firm supplies UK investment platforms including Fidelity International’s
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Aegon launches ‘red, amber, green’ pension transfer ratings
The firm has collaborated with The Pension Lab
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Plannr Technologies and Transact team-up on income statement service
Aiming to “supercharge the efficiency of financial advisers”
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Evelyn Partners assets hit £62bn as it books £500m net inflow
Adjusted earnings up 18.3% to to £103.9m
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HMRC sends ‘nudge letter’ to crypto sellers
Capital gains tax may be outstanding
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PEOPLE MOVES: Abrdn Adviser, St James’s Place, Titan Wealth, Aviva Investors
Chief distribution officer named