Is the cost-of-living crisis a big issue for advice clients?
As 40% of retired Brits are worried about money running out
Canada Life
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Is greenwashing a big problem for the financial advice market?
As HNWs admit scepticism and mistrust are preventing them from investing in green and social impact funds
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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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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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PEOPLE MOVES: InvestCloud, Eastspring, Kingswood
CEO leaves global wealthtech firm, as asset manager names interim chief executive
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Global insurance group buys Canadian wealth manager
Deal is expected to be completed by the end of 2023
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UK shadow chancellor set to overturn lifetime allowance abolition
Canada Life says you cannot ‘play political ping pong with the pensions system’
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‘Seismic change’ in pension tax landscape as lifetime allowance scrapped
MPAA has been reset to £10,000 and annual allowance will be £60,000
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What should advisers expect to see in the Budget?
Despite little ‘wiggle room’, major announcements are anticipated
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PEOPLE MOVES: Abrdn, Stonehage Fleming, Canada Life
CFO to leave asset manager, as family office bolsters Jersey operation
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Restore MPAA to £10,000, Canada Life demands
Between 500,000 and 1 million people of working age are restricted by the allowance
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IHT bill on track to exceed £7bn
As inheritance tax receipts for January 2023 totalled £578m