HMRC wins case against IHT avoidance scheme
Advisers should take specialist tax advice, warns trust and estate planning expert
Industry
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Five benefits of private medical insurance
It can complement the services offered by the NHS
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Brooks Macdonald nets £400m inflow as assets climb to £16.8bn
Q3 update reveals eighth successive quarter of positive net flows
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FSCS investigating two British Steel advice firms
One of the companies was requested by the FCA to stop making ‘misleading’ redress offers to ex-BSPS members
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Private banking group sets up French Nexus operation
To serve clients that have a financial interest in both the UK and France
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PEOPLE MOVES: St James’s Place, Boston MFO, Nucleus
Wealth manager poaches LGIM head of multi-asset funds, as family office makes c-suite changes
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FNZ partners with digital bank to launch UK investment platform
In a bid to make wealth management more accessible to Brits
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Aussie advice firm sets up retirement planning service
It is ‘common to put off making’ investment and financial decisions
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Pension tax changes bump up client enquiries
Many Brits have been ‘scrambling for clarity’ since Budget
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Footballer handed suspended sentence for tax fraud in Spain
He was also fined over €130,000
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Legal challenge against British Steel redress scheme dropped
FCA said it was ‘pursued unreasonably with little intention to go to trial’
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2023 set to be ‘a bumper year’ for M&A activity in advice sector
Buy and build strategies of many acquirers are ‘reaching a level of maturity’