A group of 30 cross-party parliamentarians have signed a letter urging Chancellor, Rachel Reeves, to impose an annual wealth tax of 2 per cent on assets over £10m in the Autumn Budget
The functionality and support given to advisers on capital gains tax (CGT) is influencing their platform provider selection and due diligence, according to research published by Financial Software Ltd (FSL)
Titan Wealth has entered into an agreement to acquire Ravenscroft Investments, a wealth management services business operating in both Guernsey and Jersey
Removing inheritance tax (IHT) benefits from pensions could create a double tax hit for beneficiaries if the Chancellor, Rachel Reeves, decides to make this change in the upcoming Budget, Saltus has warned
Nearly two-thirds (62 per cent) of clients have never switched their financial adviser, with the primary drivers being trust, satisfaction, and understanding, analysis by St. James’s Place (SJP) has revealed
Families should be taking advice before gifting amid rumours of a possible extension to potentially exempt transfers (PET), according to wealth manager RBC Brewin Dolphin
The Financial Conduct Authority (FCA) has been urged to push ahead with plans to create new forms of advice and targeted support to make it more accessible to pension savers and allow providers to support their customers
Adviser-focused platform business Wealthtime has agreed a partnership with technology services and consulting company, Wipro, and its global technology partner, GBST, to deliver a digital-first platform and customer-centric service offering
Wealth and investment management firm 7IM has appointed Elizabeth Chambers as independent non-executive director (NED)
Rathbones appoints Simonetta Rigo as chief client officer
FNZ hires new group CEO as founder steps down from role
Evelyn Partners makes two business development appointments
Quilter Investors hires Alex Daniels as manager research analyst
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Adviser platform Wealthtime partners with Wipro and GBST
Advisers see ‘surge’ in pension and wealth protection queries as Budget approaches
HSBC focuses in on wealth business in company restructure
Platforms’ CGT support influencing advisers’ provider selection
Janus Henderson launches Japanese equity-focused active ETF
Majority of HNWIs feel UK isn’t supportive of wealth creation
ACA Group broadens UK presence with acquisition of Effecta
Business owners to consider leaving UK if Budget delivers unfavourable tax changes
Trust and understanding driving clients to remain with advisers
Advisers and wealth managers expect FCA sustainability labels to improve trust
Removal of IHT benefits from pensions would create ‘double tax hit’
Titan Wealth acquires Ravenscroft Investments
Cross-party MPs call for Reeves to introduce ‘extreme wealth tax’
FCA urged to ‘follow through’ with targeted support and creation of new forms of advice
Families encouraged to take gifting advice ahead of possible extension to PET
IFA clients feeling anxious ahead of Budget