CISI names new paraplanner group chair
He takes over from Dan Atkinson who steps down after five years
Financial Planning
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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
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Brooks Macdonald buys Wales-based financial planner
CST Wealth Management has assets under advice of around £170m
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Budget leaves advisers facing 70.5% tax raid on clients
‘Massive’ impact on some families
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Quilter Cheviot hires former 7IM MD for newly-created head of advice role
Colin Rowe to take on position in January, subject to regulatory approval
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Autumn Budget 2024: Chancellor extends IHT threshold freeze to 2030
Reeves also announced a new 20% IHT rate on AIM-traded shares
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Brooks Macdonald snaps-up financial planner LIFT
LIFT is headquartered in Greater Manchester, with offices in London and Edinburgh
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Financial planning conversations key to sustainability goals
Sebastian Elwell, founder of Switchfoot Wealth, on ‘an incredible opportunity’