IFA group makes four acquisitions
Deals add £310m in assets under management
United Kingdom
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HMRC rakes in £1.2bn from IHT receipts in two months
13% more than in the same period last year
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Just 1% of completed pension transfers had red or amber flags
DWP review also finds ‘overseas investment amber flag needs to be more clearly defined or removed’
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Private banking group unveils Manchester office
It also has operations in London, Bournemouth, Glasgow and Edinburgh
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Tech firms join forces to bolster adviser offering
IFAs ‘need to be available on the channel of the client’s choice to build long-term relationships’
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1,300 firms sent survey by FCA on retirement income advice
Regulator hopes that findings provide an indication of how companies are implementing the Consumer Duty
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How will potential EU changes to residency rules impact UK expats
‘Any way of simplifying the complicated and confusing laws around EU residency is very much to be welcomed’
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Simply Biz parent group buys stake in advice tech firm
In a bid to help the company ‘develop the future of financial planning CRM’
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UK financial planning firm launches DFM arm
In collaboration with Vanguard and Redington
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FCA to restrict movement of Odey AM assets
Following several funds suspending trading
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Annuity rates rise 20% in the last year
A 65-year-old with a £100,000 pension can get up to £7,144 per year
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Over 3 million young Brits set for £225,000 pension pot
But it is not enough for a comfortable lifestyle, says Aviva