Financial planning group buys advice company
Deal takes its assets under management to just over £750m
Deal takes its assets under management to just over £750m
Marking its first platform investment in the UK
Between 500,000 and 1 million people of working age are restricted by the allowance
As inheritance tax receipts for January 2023 totalled £578m
39% claim that their investigative and research skills are helping them spot signs of fraud
In a bid to make sure investors are ‘adequately protected and key risks are effectively managed’
Concerns of vast swathes of assets chasing labelled funds and a threshold MPS will never meet
There will be six options with differing risk profiles
It can be used as a complementary solution alongside existing adviser relationships
Company sees it as an ‘important location’
Acquired business will be rebranded at a later date
This comes days after Ireland closed its immigrant investor programme