Brits perplexed by property inheritance tax
Alarm raised over ‘IHT ignorance’, with little indication this will improve ‘any time soon’
Quilter
-
-
Millions in power of attorney fee refunds unclaimed
Less than a fifth of the £69m pot has been paid out
-
Fraud centre reveals ‘shocking’ £197m losses for victims
Chameleon-like scammers are ‘adept at changing to present themselves as the genuine article’
-
PEOPLE MOVES: Vanguard, Quilter, Brewin Dolphin
CIO change at Vanguard, UK wealth manager names CEO and retail client solutions director exits Quilter
-
Double deal at Quilter Private Client Advisers
The acquisitions add around £130m in assets under advice
-
IFAs must tackle taboo topics to help clients and themselves
UK advisers need to shake off their discomfort and bring up uncomfortable subjects – like inheritance
-
Quilter’s financial advice arm makes triple UK swoop
Three firms based in Blackburn, Surrey and Cheltenham have been acquired
-
Most UK parents want to control wealth transfer to children
Quilter survey finds trusts may be having a renaissance, as family life becomes more complex
-
UK pension secretary’s Brexit departure ‘unsettling’
Political exodus as prime minister unveils draft deal
-
Three-quarters of UK adults lack financial education
Quilter survey finds 98% of respondents believe finance should be taught at school
-
PEOPLE MOVES: Quilter, Purple AM, UBS WM, Barclays Wealth
New CFO at Quilter, Fry Group hires asset manager CEO, and UBS Wealth appoints China duo
-
UK launches inquiry into taxation of trusts
HMRC is seeking views and evidence on whether the current regime is transparent, fair and simple