IFAs raise concerns over proposed changes to pension death benefits tax rules
73% believe that they should be postponed until after the next election
News
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Invesco to close its global targeted return strategy
In a bid to simplify its multi-asset range
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Advice firm acquires Newcastle-based financial planning business
Adding £220m of AuA
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Wealth managers and advisers are increasing clients’ exposure to overseas assets
As 96% plan to invest in analytical tools to help predict and understand performance of key asset classes
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Private client services provider opens London office
Group will offer a range of financial, legal and lifestyle services for ultra-high net worth individuals
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Financial planning business snaps up UK advice company
Owner of acquired firm has decided to take a step back from advising
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‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond
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31% rise in offshore-related nudge letters sent by HMRC
It is ‘clearly stepping up activity targeting taxpayers with undeclared income or gains’
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Isle of Man-headquartered wealth manager merges with trust firm
To ‘form a stronger and more expert financial services team’
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Financial advice company declared in default
FSCS has received eight claims about unsuitable pension advice
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Newly-launched financial planning firm makes first acquisition
Adding around £45m in assets under management
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FCA launches cinema ad to highlight dangers of ‘hype-driven’ investments
It will be shown before film about GameStop scandal