51% of advisers want to sell their business in next five years
It is ‘vital’ IFA business owners understand the various exit options
United Kingdom
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Sipp operator enters administration
After it sold off trustee arm and self-invested personal pension assets to Platform One
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Advisers set sights on sustainable and responsible funds
But FE Fundinfo stats show their performance has tailed off in the last two years
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St James’s Place partner firm makes second deal of 2023
Acquisition takes its assets under management to more than £650m
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HMRC over taxes pension savers by £1bn
LCP’s Steve Webb says it is an ‘absolute disgrace’
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Financial planning firm completes acquisition of The Fry Group
‘We want to become the global platform for British people’, CEO tells IA exclusively
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Wrap platform buys trustee firm and Sipp assets
Taking its assets under administration and on technology to £2.7bn
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PEOPLE MOVES: Weatherbys PB, Julius Baer, Highvern
Private bank hires associate director, as wealth manager bolsters Brazil operation
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FCA warns investors about mismanagement of trust schemes
UK watchdog says it has seen cases of trustees making ‘unsuitable investments’
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HMRC rakes in record high of £7.1bn in IHT receipts
It is ‘no longer a tax only on the wealthiest estates’
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Wealth management veterans acquire financial advice company
Duo eye further M&A deals in 2023
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Another British Steel advice firm under investigation
Company dissolved in June 2022