51% of UK adults do not have enough emergency savings
Retirees and higher earners also ‘have holes’ in their financial safety net
UK Adviser
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HMRC unveils inheritance tax tool
It will ‘prove valuable to those who are unfamiliar with the process and the forms requiring completion’
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PE firm makes double acquisition to create UK wealth manager
Newly formed business will be ‘actively pursuing an IFA consolidation strategy’
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UK regulator to review FSCS compensation payouts
As it aims to ‘stabilise’ and ‘reduce’ the scale of redress liabilities in the medium to long term
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265% rise in UK wealth and asset management M&A deals in a year
Total value of transactions in the industry increased to £6.1bn in H1 2021
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UK government carries out ‘golden visa’ legacy review
It is assessing every application granted before April 2015 over ‘security concerns’
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FCA secures guilty plea in forgery case
Defendant helped falsify documents to stop the selling of a property to pay victims of an investment scam
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Wealth manager opens office in Cheltenham
It is the company’s 13th operation across the UK and Channel Islands
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IFA firm buys Kent-based advice company
Founder has retired after selling his business
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From professional golfer to financial adviser
SJP partner firm owner says joining the industry has been a ‘game changer’
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Online wealth manager unveils DIY investment platform
Many trading apps ‘have failed to fulfil the responsibility of educating’ savers on diversification and risk
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UK financial planning firm buys Yorkshire-based business
It is the company’s sixth acquisition in 2021