IHT receipts rise again to hit £6.3bn in nine months
£600m more than in the same period last year
Seven Investment Management’s Justin Urquhart-Stewart is on a personal crusade to promote financial literacy. He sees parallels between financial professionals use of jargon and the perception in schools that maths is hard. He argues they fuel an unjustified mystique around aspects of financial planning, which is driving clients away. Here are his four bugbears:
£600m more than in the same period last year
DOM Global Macro joined last April from Credit Suisse
AJ Bell releases 2025 strategic asset allocation
The firm called for a ‘flat-rate tax’ instead
Hargreaves Lansdown’s Savings and Resilience Barometer shines light on the disparities between regions
Despite these concerns, over half plan to increase their impact allocations over the next 12 months