Lioner International Group opens office in Beijing
In response to demand for family office services in the country
Industry
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IHT penalties increase by 34% in a year
HMRC ‘don’t hold back where they suspect inheritance tax has been underpaid’
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Should retail investors be given access to LTAFs?
Advisers will play a ‘key role’ in helping clients understand long-term asset funds
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Matthew Smalley to leave TallRock Capital
He is stepping away from advising
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Liontrust’s takeover of GAM falls through after final deadline
34% of GAM shares were tendered into the offer
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Farro Capital parent launches immigration subsidiary
It will initially target markets across Asia and the Middle East
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IFA acquirer snaps up UK advice company
Deal adds £40m in client funds
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Two UK-based firms fail
With the FSCS receiving claims related to investment and secured bonds
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Calls for judicial review into FCA as investment trust sector faces extinction
Cost disclosure regulation has been called ‘illegal and irrational’ amid an ’emergency situation’ for investment companies
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South African regulator to revamp trustee e-learning platform
First set of modules will be launched in September 2023
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Platform partners with BlackRock to launch three money-market funds
They will be available for UK retail investors
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Just 37% of female investors have high levels of financial confidence
This is compared with 52% of men