Quilter sets date for re-platforming switch
As it reports small progress in Q4 results
Regions
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UK wealth firm has ‘significant’ US acquisition pipeline
Which could see assets under management in the States jump to $30bn in three years
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UK taxman refunded over £32m to pensioners in Q4 2019
After they were hit with emergency tax despite doing nothing wrong
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Brits retiring early for ill health risk being hit by tax bill
As they could breach their annual allowance, Royal London found
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Tax hike unlikely to make Portugal unattractive to UK expats
Regime will still be very appealing ‘compared to most other European countries’
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‘Vague’ EU tax rules create cross-border headache
What does the newly-implemented EU directive mean for intermediaries?
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Australian financial advisory firm completes acquisition
Clients will continue to receive services from their current advisers
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Woodford investors to receive 75% of fund value in first payout
They remain in the dark about timelines for the illiquid portfolio
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UK lifeboat scheme responds to criticism over extra levies
Financial advisers angry about paying thousands more with just 30 days’ notice
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Investment group makes approach to buy specialist IFA firm
It has until 5pm on 25 February to present a concrete offer for the business
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PEOPLE MOVES: Waverton IM, Brooks Macdonald, Cazenove Capital
CEO named at investment manager, while wealth firm announces two promotions and a departure
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UK financial planner starts 2020 with double M&A swoop
Deals bring over £160m in funds under management to the firm