PEOPLE MOVES: Kingswood, AAM Advisory, Rathbones
Top management reshuffle at wealth manager, as Asian advisory firm makes senior promotion
Quilter
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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’
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Quilter platform tackles wealth transfers with family discount
As it updates its pricing model to ‘save money across generations’
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House hunting inheritors in UAE could be left disappointed
Average expected inheritance now stands at just over AED1m
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Old Mutual International rebrands
Firm says this will help ‘further raise the profile of the value of advice’
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PEOPLE MOVES: Utmost Wealth, Canada Life, Bank of Singapore
UK sales director departs life insurer, as rival poaches business technical manager from Just Group
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Advice clients still in dark about estate planning
Dealing with IHT the ‘next massive growth area’ for financial advisers, says IFA firm boss
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UK pension tax relief reform cannot just be ‘political play’
Industry worried that 20% cut would do ‘more harm than good’