Former Killik & Co financial planner sets up UK advice firm
Business wants to become a ‘retirement income specialist’
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Inheritance tax receipts have risen steadily since 2009/10 and while it is still a small slice of the UK’s overall GDP, the percentage is increasing and advisers need to help clients plan accordingly as it’s not just the wealthy that can be hit, Killik & Co’s Sarah Hollowell tells International Adviser.
International accountancy and advisory firm Mazars has appointed Sarah Lord, formerly of Killik & Co, as a financial planning partner in London.
UK prime minister Theresa May has reshuffled her cabinet as uncertainty mounts over how long the Conservative Party can hold on to power. The deputy Australian Tax Office commissioner has resigned after being being caught up in a fraud scandal, while Killik & Co has appointed a head of wealth planning.
Standard Life and Aberdeen have clearly defined the roles co-chief executives Keith Skeoch and Martin Gilbert will fill once the companies merge. Killik & Co’s Sarah Lord surprised many this week by announcing plans to move on from the company, while OMGI has parted ways with its fixed income head.
Sarah Lord, one of the most highly qualified female financial planners in the UK, is to leave Killik Wealth Planning at the end of March to pursue other opportunities within the industry, the company confirmed to International Adviser.
Man Group, the world’s biggest listed hedge fund, plans to close its office in the Dubai International Financial Centre and service its Middle East clients from London.