UK financial planning firm makes fifth acquisition of 2020
Deal adds around £150m to the group’s assets under management
UK Adviser
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IFA business acquires UK advice firm
Finding a suitable buyer proved a challenge
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UK wealth manager to exit ‘competitive’ adviser market
Firm’s professional intermediary distribution channel will close in June 2021
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IFAs call for faster underwriting to improve protection market
As 39% believe the sector needs to evolve with more products designed for millennials
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‘Counter-intuitive’ capital gains tax creates ‘odd incentives’
But ‘tinkering with the CGT system’ could have knock-on effects for other areas like IHT
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New UK wealth firm buys IFA business
Company says it will be ‘selectively considering acquisition opportunities’
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IFA jailed for £1.2m Ponzi scheme
Money was used to fund his ‘lifestyle and businesses’ and a ‘substantial’ gambling habit
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UK financial services firms merge
Deal will allow the businesses to expand their wealth management and tax planning operations
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£1bn loss for UK coffers after non-dom reform
HMRC cannot say if over 40,000 individuals have remained in the country or left the tax net
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Only 1% of Brits have dual nationality
With three-quarters of the population only holding a UK passport
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Walker Crips buys client book of financial advice firm
UK wealth manager says it is on a ‘drive to expand and grow’
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UK financial planning firm acquires advice company
Deal brings £150m in funds under management to the group