Quilter continues expansion of advice network with four more firms
Follows addition of eight firms in December 2024
Financial Planning
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IBOSS partners with Mabel Insights
IBOSS will integrate Mabel’s MPS data into its offering
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Brooks Macdonald completes LIFT acquisition
Will add £1.6bn in assets under advice to Brooks Macdonald
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‘Damning’ report says HMRC has damaged trust in the tax system
HMRC’s customer services have ‘deteriorated even further’
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IHT receipts rise again to hit £6.3bn in nine months
£600m more than in the same period last year
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Quilter warns IHT on pensions plan risks ‘significant problems’ for families
The firm called for a ‘flat-rate tax’ instead
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CISI names new paraplanner group chair
He takes over from Dan Atkinson who steps down after five years
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Capitalising on UK growth: The enduring appeal of VCTs for investors
Triple Point’s Diana French argues the case for holding VCTs as part of a well diversified portfolio
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IHT receipts surge again as Budget discontent simmers
Record annual IHT take last tax year of £7.5bn likely to be beaten
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Royal London says advisers delivering better value than last year
The Meaning of Value Report 2024 shows an increase in positive sentiment
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CISI to hold Financial Planning Week from 27 January
“An opportunity for financial planners to give back”
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AJ Bell: Inheritance tax nil-band freeze will cost families an extra £234k
The ‘nil rate band’ has been frozen at £325,000 since 2009