78% of Brits do not have a Lasting Power of Attorney
Number of people approaching later life without one ‘remains worryingly low’
Quilter
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Pension savers recoup more than £22m in tax
As ‘clunky’ and ‘complex’ system blamed for overpayments
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Taxman nets £6.1bn in IHT
£700m more than the previous 12 months and frozen bands mean it is set to go even higher
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6% rise in AuMA for Quilter
But invasion of Ukraine had an impact on the firm’s Q1 results
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Tech issue triggers 10% drop alerts for 1,200 Quilter clients
Quilter Investors’ CEO Steven Levin called on the government to scrap the ‘illogical’ rule last year
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Advisers forced to withdraw from Abrdn fund
After it was erroneously made available to retail investors on the Quilter platform
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PEOPLE MOVES: Janus Henderson, Hansard, Hawksford
Asset manager names CEO, as insurance group hires head of sales
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UK annual and lifetime allowance pension charges soar
Even before thresholds were frozen by the chancellor in 2021
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Inheritance tax receipts hit £5.5bn
‘Many people who would not consider themselves wealthy will now face a hefty bill’
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PEOPLE MOVES: Canaccord Genuity WM, UBS, Quilter
Wealth manager names funds CIO, while banking giant boosts family advisory arm
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UK to tackle ‘epidemic’ of paid-for scam adverts
Proposals include harsher penalties for social media influencers
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FCA blocks 25% of firms from consumer investment space
Some were suspected of attempting to phoenix