PEOPLE MOVES: UBS, Hymans Robertson, AIG Life
Wealth manager bolsters Jersey operation, as pension consultancy firm names senior partner
United Kingdom
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Why inheritance tax planning is vital for advice clients
‘Avoiding difficult or complicated conversations and decisions leads to problems’
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Rathbones expects high inflation to continue despite OBR prediction
‘Near 0% interest rates of yesteryear seem confined to history’
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Private bank eyes growth in UK external asset management market
Company says it has a ‘valuable’ proposition for the sector
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IFA group buys Scottish advice firm
As it completes the acquisition of a Leamington Spa-based company
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Ex-Abrdn Financial Planning head sets up advice company
Firm eyes 16 more advisers to join the business
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Increase in UK state pension age set to be scrapped
Decision is ‘kicking an inevitability down the road’
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DB pension transfers excluded from advice-guidance review
But FCA says that accumulation and decumulation products will be part of the analysis
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High earning Brits seek advisers’ help with rising tax bills
As a third are unaware of their current tax bracket
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Advice clients raiding pensions to help family with living costs
Brits warned they are risking their retirement
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Has the UK advice M&A market reached its peak?
‘Number of appropriate new investment targets is very limited’
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Isle of Man-headquartered firm buys trust company
It is the group’s second acquisition since it completed an MBO in 2019