Brooks Macdonald buys Wales-based financial planner
CST Wealth Management has assets under advice of around £170m
Financial Planning
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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’
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Brooks Macdonald acquires Norwich-based financial planner
The IFA firm has £890m in assets under advice across 1,600 personal clients
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Rob Thorpe: August market slump showed value of risk-aligned products
The founder of Distribution Alpha weighs in on the summer equities plunge
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Premier Miton’s David Jane: Should clients ‘income cost average’?
The multi-asset manager lays out a different way to think about investing
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Schroders and Benchmark launch adviser guides on great wealth transfer and female financial planning
The firm found 63% of advisers concerned about wealth transfer
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Rathbones rolls-out Iress Xplan in financial planning unit
Xplan will also be used for integration with Investec Wealth & Investment
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Vanguard launches research centre to help advisers with ‘great wealth transfer’
The centre will offer insights on investing, portfolio management and financial planning