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Ex-RBC Brewin Dolphin exec launches boutique wealth consultancy firm


By Jack Gray

Former RBC Brewin Dolphin executive, Matt Collis, has launched a boutique consultancy firm that specialises in advising wealth management, financial advice, banking and fintech organisations


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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


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Traditional investor risk profiling ‘not enough’ in periods of volatility

Traditional risk profiling of investors is not enough, and advisers and providers need to understand emotional responses to volatility and which solutions investors can realistically stick with over time, a white paper from Oxford Risk and Standard Life has argued

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Transact launches Flexible Reversionary Trust ahead of pensions/IHT rule changes

Transact has launched its new Flexible Reversionary Trust (FRT) on its platform in preparation for unused pensions coming into the scope of inheritance tax (IHT) from April 2027

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UK homeowners underestimating wealth and potential IHT bills

Many UK homeowners may be significantly underestimating both their wealth and their exposure to inheritance tax (IHT), according to research from savings platform Flagstone

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Family offices step up cyber risk defence as attacks increase

Family offices have been strengthening their defences against potential cyber risks amid a rise in attacks, although almost a fifth still do not have a defence plan in place, analysis from Ocorian has shown

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Key aspects of pensions/IHT framework need ‘rethink' - SPP

The Society of Pension Professionals (SPP) has called on HMRC to rethink key aspects of its proposed inheritance tax (IHT) framework for pensions, arguing that it could place “unrealistic pressures” on pension schemes, and create delays and confusion for bereaved families

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Intelliflo to launch updated platform with agentic AI

Intelliflo has announced plans to launch an updated agentic open platform for financial advice professionals, bringing agentic artificial intelligence (AI) to Intelliflo Office

Wealthy collectors urged to plan for the ‘Great Stuff Transfer’

Wealthy collectors should ensure they have plans in place to protect their family wealth in the ‘Great Stuff Transfer’, according to HSBC Private Bank

Titan Wealth to add £900m of AUA with acquisition of Progeny International

Titan Wealth is set to acquire Progeny International, adding approximately £900m of assets under advice (AUA) to its international business
Aon and Wren Sterling announce partnership

Aon and Wren Sterling have announced the launch of a new collaboration to refer clients for their respective services

Chancellor launches consultation to reduce tax burden on wealthy US expats

Chancellor, Rachel Reeves, has launched a consultation into easing the tax burden faced by wealthy US investors looking to relocate to the UK

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