Ex-solicitor broke trust by dipping into client funds
He loaned over £370,000 to other people which was held in a trust by his law firm
He loaned over £370,000 to other people which was held in a trust by his law firm
As rising costs often mean ‘good’ firms are hit by the fallout when others go bad
He reportedly encouraged clients to put money into unregulated investments with ZAR100m potentially lost
As long as an adviser is regulated, they should have nothing to fear, trade body said
As Spanish tax authorities continue to crack down on famous footballers
Brewin Dolphin talks about the challenges the wealth sector is facing
Unmarried, heterosexual couples could gain IHT and pension rights
Time limits for processing requests welcomed but it won’t alleviate the pressure on advisers
Over £15m was raised from 1,000 people who were promised ‘unrealistic returns’
Wealth managers urged to rise to the occasion or lose clients to foreign providers
Changes by the local regulator could cause significant problems for those with the ‘wrong’ licence
Some intermediaries and authorised institutions were not complying with the code of conduct