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CGT needs ‘serious reform’ and not just tweaks – IFS
Calls for govt to bring in exit tax for the wealthy ‘fundamentally flawed’
People moves: Barclays, Stonehage Fleming, and ValidPath
‘Significant demand’ for advisers to provide targeted support
Clarion Wealth Planning announces management buyout deal
People moves: Evelyn Partners, PGIM, and Schroders
Women still underrepresented in financial services despite controlling growing proportion of wealth
FCA to launch advice/guidance boundary consultations next year
Nearly a third of UK business owners accelerating exit strategies
Family offices and wealth managers set to increase allocations to hedge funds
Carne Group and WTW gain approval for private equity LTAF
Budget speculation driving financial advice, Rathbones finds
Cyber A.I. Group partners with A1 Advisory
Annual pension income of UK’s wealthiest retirees hit £3m last year; almost half paid as tax
Towergate Health & Protection rebrands to Towergate Employee Benefits
Fidelity International launches blue transition bond fund
Investors’ interest in ESG considerations continues to fall