First ever diversity guide published for UK pensions industry
It will set in stone best practices for inclusivity
Quilter
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Inheritance tax untouched by UK chancellor
But budget sees £90,000 increase in tapered annual allowance
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Hong Kong and LatAm boost inflows at Quilter International
CEO Peter Kenny announces pipeline of activity including expat product for Brits in France
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Can post-nups help with financial planning?
Better late than never, married couples are jumping on the pre-nup bangwagon
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If IHT was cut to 10% – what would it mean for advisers?
Rumours UK chancellor could also introduce a £30,000 cap on gifts in inheritance game changer
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Quilter commits to fast track financial adviser course
Firm expects next cohort to start in April
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PEOPLE MOVES: Kingswood, AAM Advisory, Rathbones
Top management reshuffle at wealth manager, as Asian advisory firm makes senior promotion
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Sold Quilter life business to become closed book
Current clients will not be affected and have all options still available to them
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How global families can plan for UK IHT
Tax treaties, recognition of trust structures and different laws make inheritance hard to navigate
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Pensions shake-up vital to halt social care ‘collapse’ by 2029
‘Auto-enrolment schemes create an illusion’ that people are saving enough for retirement
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Isle of Man to extend national insurance ‘holiday’
For the next 14 months, those who relocate to the island will save around £4,000
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ESG message not getting through to DIY investors
‘There are more acronyms than you can shake a stick at’