Financial planning group buys advice company
Deal takes its assets under management to just over £750m
Author: Robbie Lawther
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Restore MPAA to £10,000, Canada Life demands
Between 500,000 and 1 million people of working age are restricted by the allowance
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IHT bill on track to exceed £7bn
As inheritance tax receipts for January 2023 totalled £578m
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‘Detective’ investors blocked £2m of scams in 2022
39% claim that their investigative and research skills are helping them spot signs of fraud
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SFC eyes tougher regulations for virtual asset trading platforms
In a bid to make sure investors are ‘adequately protected and key risks are effectively managed’
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UK wealth manager sets up financial planning service
It can be used as a complementary solution alongside existing adviser relationships
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IFA group expands into Northern Ireland
Company sees it as an ‘important location’
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Insurer buys majority stake in Malaysian life company
Acquired business will be rebranded at a later date
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‘End of an era’ as Portugal axes golden visa scheme
This comes days after Ireland closed its immigrant investor programme
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Financial firms set up in DIFC grow to 590
As the UAE looks to ‘transform Dubai into one of the world’s biggest global financial hubs’
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US in the news: Sequoia buys multi-family office
A round-up of people moves and M&A deals across North America
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Why I became a financial adviser…
Billy Moss was a professional rugby player before joining Beaufort Financial