62% of Brits worried high inflation will impact ability to pass on wealth
Funds may be used instead to pay for social care costs
Industry
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HMRC ordered to close 20-year enquiry into Guernsey trust transfer
Decision will be ‘welcomed by taxpayers and their advisers’
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India unveils fees shake up for alternative investment funds
Changes will take effect from 1 May
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Should advice firms expect a rise in digital nomad clients?
Many countries have visas in place to let expats work remotely
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75% of Brits don’t know how much is in their pension pot
Standard Life says it is a ‘worrying’ statistic
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UK investment advice firm under investigation
Lifeboat scheme received claims in relation to the company’s role ‘in arranging customers’ investments’
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Jersey investment manager sets up UK operation
Firm hires a former Quilter Cheviot executive director to run the business
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Redmill Advance buys financial adviser training provider
It is the company’s first acquisition of 2023
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Aisa Int’l teams up with LGT WM to launch sustainable model portfolios
They will address European investors’ desire to invest in and support environmentally and socially responsible businesses
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US in the news: The Mather Group names CCO
A round-up of people moves and M&A deals across North America
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Five arrested over €89m fraudulent online investment platform
European authorities say there have been at least 33,000 victims of the scheme
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Quilter Cheviot Europe appoints chief executive
As the business continues to broaden its wealth management offering