UK financial services group buys tax advice firm
In a bid to bolster its offering for UK-resident non-doms
Author: Robbie Lawther
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Why I became a financial adviser…
Jade Rose was previously in the fashion industry before joining Kingswood
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Quilter Cheviot unveils financial planning operation for int’l clients
Customers will be serviced out of its Jersey office
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Should advice firms in Hong Kong and Singapore adopt a fee-based model?
One big issue is that the markets are ‘fragmented’
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Why I became a financial adviser…
Nick Onslow was previously in the Royal Army before joining Progeny
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Financial planning business snaps up UK advice company
Owner of acquired firm has decided to take a step back from advising
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31% rise in offshore-related nudge letters sent by HMRC
It is ‘clearly stepping up activity targeting taxpayers with undeclared income or gains’
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Isle of Man-headquartered wealth manager merges with trust firm
To ‘form a stronger and more expert financial services team’
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Financial advice company declared in default
FSCS has received eight claims about unsuitable pension advice
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Will more UK firms enter the UAE wealth market?
Country is becoming more appealing to expats
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UK-based model portfolio service provider raises £10m
Backers include a private equity firm and a former Interactive Investor CEO
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South African regulator withdraws licence of asset manager
After it found the firm had ‘significant compliance deficiencies’