Over 5,000 families reclaimed overpaid inheritance tax last year
With 1,000 families already reclaiming in 2023/24
Author: Alina Khan
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Retirees need ‘mix and match’ approach to income planning
Combining annuities with other retirement planning products can help individuals meet their income needs
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UK MPs launch inquiry into sexism in financial services
As they explore whether careers in the industry should be marketed to a more diverse base of individuals
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16% surge in UK financial services M&A deals
160 were made in the first half of 2023
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Two UK financial advice firms fail
After both companies were investigated by the FSCS earlier this year
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Defaqto to roll out Consumer Duty profiles
They will help advisers carry out due diligence, target market and value assessments
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UK financial advice firm makes eighth acquisition
Following the appointment of Gabrielle Beaumont as CEO
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Fintech firm joins forces with Options UK to roll out digital Sipp
It is now available to advised clients
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Investors Trust opens office in Kuala Lumpur
Following the closure of its Hong Kong office
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130,000 Lasting Power of Attorney applications rejected in past five years
On average it takes 91.5 working days to register and dispatch an LPA application
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Tax paid by non-doms rises 8% in 12 months
With an average individual paying £123,000 in the past year
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Sipp sales reach highest level in five years
‘Savers are becoming increasingly confident in managing their own finances’