Latest News

Cross-party MPs call for Reeves to introduce ‘extreme wealth tax’


By Jack Gray

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


Story 2

Platforms’ CGT support influencing advisers’ provider selection

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)

Story 3

Titan Wealth acquires Ravenscroft Investments

Titan Wealth has entered into an agreement to acquire Ravenscroft Investments, a wealth management services business operating in both Guernsey and Jersey

Story 4

Removal of IHT benefits from pensions would create ‘double tax hit’

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

Trust and understanding driving clients to remain with advisers

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 encouraged to take gifting advice ahead of possible extension to PET

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
FCA urged to ‘follow through’ with targeted support and creation of new forms of advice

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 platform Wealthtime partners with Wipro and GBST

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

View More News

Check out our latest appointments


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


© 2019 Perspective Publishing     Privacy & Cookies