DeVere Group partners with UK financial planning firm
In a bid to offer advice services to returning expat clients
UK Adviser
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UK financial planning firm buys Bath-based IFA company
Deal brings £105m of assets under management to the group
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Fintech provider unveils platform transfer tool
Process is ‘still a nightmare for advisers’ who are ‘forced to endlessly chase providers for updates’
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UK trust company launches after NatWest acquisition
Firm has an ‘ambitious expansion strategy’ with plans to create an ‘international’ group
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Tavistock slams Jersey fund M&A bid as ‘unwelcome distraction’
It believes that the offer is ‘significantly below the value of the company’s assets’
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MPs blast LV= over sale to US investment firm
Board has not been ‘open and transparent with members about its intentions for the company’
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UK tax year end date is ‘chaos’ for multi-domiciled clients
Reporting to two or more regimes that operate to different calendars causes ‘difficulties’
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Private wealth services provider opens London office
Operation is a ‘natural early step’ as the firm plans to grow its footprint ‘internationally’
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Schroders unveils £4bn UK investment solutions arm
It will offer funds and model portfolios ‘to meet growing demand’ from financial advisers
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Financial planning firm eyes UK expansion
Company says that ‘a lot’ of advisers are not looking to sell to ‘bigger players in the market’
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Tax ‘sting in the tail’ if expats allowed to vote in UK elections
Being registered to cast a ballot could trigger liabilities, including IHT
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IFA firm completes triple deal
Acquisitions take the company’s assets under management to almost £4bn