Financial planning firm snaps up UK advice company
Acquisition adds £1.5bn in assets under management
Industry
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FCA enforcement activity drops in last financial year
Cases opened against firms and individuals fell by 67% and 33%, respectively
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UK financial advice firm makes eighth acquisition
Following the appointment of Gabrielle Beaumont as CEO
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Fintech firm joins forces with Options UK to roll out digital Sipp
It is now available to advised clients
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Investors Trust opens office in Kuala Lumpur
Following the closure of its Hong Kong office
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STM Group agrees to ‘possible cash offer’ to sell business
Discussions about a deal ‘are at a very early stage’
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UK eyes ‘evolutionary’ change to pensions market with reforms
As DWP launches consultation about ending the proliferation of deferred small pension pots
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DL Holdings to acquire 55% stake in family office
After it bought 45% in January 2023
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Tax paid by non-doms rises 8% in 12 months
With an average individual paying £123,000 in the past year
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HMRC wins IHT case over location of domicile of choice
Anyone arguing that they are not UK-domiciled should create and maintain evidence, warns tax expert
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Square Mile launches passive model portfolio range
Six options with varied risk/return profiles
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Liontrust shareholders approve GAM acquisition
Backed by 84% of votes at a general meeting held on 7 July