7.4 million Brits unable to contact financial services providers
As only 36% of UK adults believe most firms are honest and transparent in the way they treat them
Author: Robbie Lawther
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17% rise in number of families paying IHT
Average inheritance tax bill fell 1% to £214,000 in 2020/21 financial year
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International expat advice group receives Cyprus licence
It is a ‘crucial step and milestone for the growth of our EU business’
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GBST acquires financial planning software solution
To expand its ability to offer both digital and hybrid advice to the global wealth market
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Spain reportedly axes 6-month absence rule for losing temporary residency
Change ‘could result in a huge amount of confusion’
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PEOPLE MOVES: Lloyds, Brooks Macdonald, Quilter Cheviot
Banking group names head of international PB, as wealth manager makes c-suite change
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Pension tax overpayments hit £56m in Q2 2023
This is up almost £8m compared to the first quarter of the year
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Five potential impacts of Consumer Duty
NextWealth predicts what will happen after the FCA’s regulation is implemented
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Schroders advice subsidiary buys UK financial planning firm
Deal adds £755m in AuA
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£325m class action launched against international life insurers
Investors involved are reportedly mainly retirees or near pension age
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£60m fall in FSCS compensation costs for LDII class
Lifeboat scheme said this was due to reduction in redress over Sipp products
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Man charged with fraud over £1.3m unauthorised investment scheme
He will appear at Southwark Crown Court on 15 August 2023 for a plea and trial preparation hearing