Wealth firms need to overhaul operating models to cut costs
Partnering with third-party businesses may help ‘yield benefits and create competitive advantage’
News
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Should inheritance tax be scrapped?
After Conservative MPs reportedly call for the UK prime minister to abolish ‘morally wrong’ IHT
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RBC Brewin Dolphin unveils investment management offering for UK expats
To help solve issues for Brits and advice firms across Europe following Brexit
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UK-headquartered retirement savings platform acquires US firm
Deal takes its assets under management to over £8bn
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Franklin Templeton buys global investment firm
Potential value of the deal could reach $1.8bn
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International advice firm Globaleye sold to Jersey wealth consolidator
As part of a double swoop including an Isle of Man-based financial planning company
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Abrdn sells stake in Indian life insurer
Company will get around £198m from the share buyback process
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UK regulator opens criminal investigation into DFM owner
To assess potential offences of fraud and money laundering
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International trust firm sets up office in Madrid
As the company looks to bolster its offering for private clients
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Handelsbanken to exit Finnish life and wealth markets
Company will get around €1.3bn from several sales
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Expats save over €1bn in tax with Portugal NHR scheme
It ‘has proved to be hugely successful in attracting wealthy individuals’ to the country
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Fears of potential Labour tax grabs driving Brits abroad
Blevins Franks talks about the impact of a change in the UK government