IHT receipts rise again to hit £6.3bn in nine months
£600m more than in the same period last year
Industry
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AJ Bell eliminates alternatives in 2025 strategic asset allocation
AJ Bell releases 2025 strategic asset allocation
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Quilter warns IHT on pensions plan risks ‘significant problems’ for families
The firm called for a ‘flat-rate tax’ instead
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Wokingham, Elmbridge and St Albans named ‘financial resilience capitals of the UK’
Hargreaves Lansdown’s Savings and Resilience Barometer shines light on the disparities between regions
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Over 90% of UK and European investors ‘concerned’ about sustainability under a Trump presidency
Despite these concerns, over half plan to increase their impact allocations over the next 12 months
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Thistle Initiatives launches platform migration tool for advisers with built-in compliance
Firm says it will significantly cut the time taken to migrate assets
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Rathbones hires new director of strategic projects
Sarah Odds will be ‘an instrumental part of shaping and delivering [Rathbone’s] growth strategy’
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Söderberg & Partners acquires stakes in three more IFA firms as UK push ramps up
Swedish firm’s UK spree continues
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PEOPLE MOVES: Quilter Investors, TILLIT, Brown Advisory, P1, GSB, Aviva Investors
Multi-asset wing of Quilter appoints senior manager research analyst
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Premier Miton Group sees £33m net outflows in Q1 AUM update
CEO Mike O’Shea said the most recent results show a ‘noticeable improvement’ in flows
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Gresham House launches £50m Baronsmead VCTs fundraise
Seeking further liquidity to take advantage of new investment opportunities
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Brooks Macdonald seeks LSE main market listing
Brooks first listed on Aim in 2005, with the move to the main market expected to complete by the end of March