HMRC rakes in record high of £7.1bn in IHT receipts
It is ‘no longer a tax only on the wealthiest estates’
Quilter
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HMRC U-turns on pension death payments revamp
UK taxman has returned to its previous approach following industry concerns
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Pension death payments to beneficiaries could be delayed, says Quilter
Following an ‘innocuous’ change in process from HMRC
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Ex-Quilter boss joins IFA group as chief executive
As the company bids to become one of the ‘leading wealth management businesses’ in the country
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Ex-HSBC private banking duo launch advice firm
Company has joined the Quilter Financial Planning network as an appointed representative
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Quilter revamps financial adviser school qualifications
As head of the academy exits
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Increase in UK state pension age set to be scrapped
Decision is ‘kicking an inevitability down the road’
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IHT bill on track to exceed £7bn
As inheritance tax receipts for January 2023 totalled £578m
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‘Dying books of business’ haunt advice firms without next gen clients
‘Most advisers look after a certain quantity of the population’
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PEOPLE MOVES: Brooks Macdonald, Sigma, Tenet&You
Chairman leaves investment manager, while UAE wealth firm names managing partner
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Pension freedoms reform proposals ‘deeply controversial’
Capping the 25% tax-free lump sum could disincentivise people from saving into a pot
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PEOPLE MOVES: Marlborough, Legal & General, Quilter
Investment firm names CIO, while CEO retires from financial services group