How advisers can help business owners with succession planning
Clients may be overwhelmed dealing with the challenges
United Kingdom
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UK rejects automatic pension guidance appointments
Move may ‘encourage people to access their savings earlier than appropriate’, government says
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M&G chief executive John Foley retires
He steered the fund group through its demerger from Prudential in 2019
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Novia Financial brand to disappear following acquisition
It will be combined with fellow platform Wealthtime
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Fairstone expands DBO acquisition programme
Firms will be able to tap into its funds to make local M&A deals
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PEOPLE MOVES: Canada Life, Edmond de Rothschild, PraxisIFM
Insurer appoints chief information officer, while private bank expands senior team in the Middle East
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Multi-generational financial advice on the rise
As families use the same IFA in an effort to deal with the cost of living crisis
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Taxman nets £6.1bn in IHT
£700m more than the previous 12 months and frozen bands mean it is set to go even higher
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Sustainability not a priority for 66% of UK retail investors
‘There is a reluctance to sacrifice investment performance or pay higher fees’
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Trust registration deadline looms
Just over 150,000 have been filed with HMRC in five years
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Kingswood names CEO in third senior shakeup in two years
Nine months after a leadership reshuffle saw CFO depart
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Spain-based cold calling scammers jailed for 11 years
They tricked more than 200 people into transferring their retirement pots worth £13.7m