28% of HNW Brits have no measures in place to address IHT
Many more people will be impacted by inheritance tax in the future
United Kingdom
-
-
FCA halts plans for simplified advice following ‘limited’ industry support
As regulator pushes on with review into advice/guidance boundary
-
EQ Investors rolls out sustainability toolkit for advisers
It will help IFAs identify clients’ sustainability preferences
-
Most IFAs feel their business is undervalued by potential acquirers
Retiring advisers ‘must proactively seek opportunities that align with the true worth of their company’
-
Financial planning firm snaps up IFA business
Deal ‘marks a significant step’ in the company’s five-year expansion plan
-
Countering client calls for cash comforts
‘There is a cost to not staying invested’
-
FCA wins civil case against care home investment scheme
Victims invested around £57m
-
PEOPLE MOVES: Bravura, Hoxton Capital Management, State Street
Tech firm names group CEO, as advice company hires commercial director
-
‘Home loan’ IHT avoidance scheme escapes double tax charge
But scheme did fail to save any inheritance tax
-
Evelyn Partners adds 10th firm to succession programme
Deal grows the wealth manager’s footprint across the UK
-
Advisers expect a drop in profitability due to Consumer Duty
Outsourcing ‘elements of the value chain can ease the heavy lifting’
-
IFA group sets up 10th joint venture with law firm
To expand its personal injury and clinical negligence offering