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Next generation lacks wealth planning involvement despite succession plans


By Jack Gray

Global family offices are aiming to build multi-generational legacies for their businesses, but many are yet to involve the next generation in wealth planning, according to DBS


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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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Hoxton Wealth secures £100m PE investment

Hoxton Wealth has secured £100m of funding from private equity firm Aspirity Partners through a strategic minority investment

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Openwork to overhaul adviser technology suite

The Openwork Partnership has announced plans to overhaul its legacy technology system and replace it with an AI-enabled technology suite that combines client relationship, advice, and investment tools

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Two in five retirees fear family gifts could leave them short of cash

Around two in five retirees worry that giving financial support to their children and grandchildren could leave them short of money in later life, according to research by Investec Save

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FCA publishes final rules for ESG rating providers

The Financial Conduct Authority (FCA) has published its final rules for environmental, social and governance (ESG) rating providers, bringing them into its regulatory scope for the first time

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Govt’s ILR announcement ‘good news’ for high earners

The government has proposed changes to earned settlement rules that will enable high earners who have migrated to the UK to apply for indefinite leave to remain (ILR) after three years

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Lync Wealth Management acquires two Hampshire-based advice firms

Lync Wealth Management has acquired two Hampshire-based financial planning firms, bringing around £210m of assets under advice (AUA) to the business

Majority of savers feel anxious about investment decisions

Over half (55 per cent) of prospective investors in the UK say they feel anxious when making investment decisions, Capital.com has found

Sarasin Asset Management launches US client MPS for UK advisers

Sarasin Asset Management (SAM) has launched the Sarasin US Client Model Portfolio Service (MPS) for UK advisers serving US-connected clients living outside the United States
Changes to BADR in Budget could leave advice firm sellers £30k worse off

Reducing the lifetime limit on Business Asset Disposal Relief (BADR) could leave advisers up to £30,000 worse off when they sell their advice business, according to Clifton Wealth Partnership

Confidence in personal finances falls following Budget

People’s confidence in their personal finances was more likely to have fallen than increased following the Autumn Budget, a study from Rathbones has shown

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