Author profile

Julia Bahr

Julia Bahr

Articles by Julia Bahr

Liontrust cuts DFM fees on multi-asset ranges

Your Business

Liontrust cuts DFM fees on multi-asset ranges

5 bps or more chopped off

clock 23 March 2022 • 1 min read
IHT receipts up £0.7bn year-on-year, says HMRC data

Tax planning

IHT receipts up £0.7bn year-on-year, says HMRC data

'the gift that keeps on giving for the Treasury'

clock 22 March 2022 • 3 min read
Abrdn's CEO of Discretionary Richard Charnock set to retire

People

Abrdn's CEO of Discretionary Richard Charnock set to retire

Joined the firm in 2007

clock 21 March 2022 • 2 min read
FOS compensation limit increasing to £375,000 on 1 April

Regulation

FOS compensation limit increasing to £375,000 on 1 April

Current limit £350k

clock 21 March 2022 • 3 min read
Spring Statement 2022: 'Expect political tensions to rise considerably'

Tax planning

Spring Statement 2022: 'Expect political tensions to rise considerably'

Advisers predict changes in Chancellor's March update

clock 16 March 2022 • 6 min read
Verso Wealth Management buys CDC in second acquisition of 2022

Your Business

Verso Wealth Management buys CDC in second acquisition of 2022

Extends presence to North East

clock 15 March 2022 • 2 min read
Old Mill adds 10 new starters as growth plan progresses

Companies

Old Mill adds 10 new starters as growth plan progresses

26 in six months

clock 15 March 2022 • 2 min read
Fairstone names Steve McNicol chief development officer

People

Fairstone names Steve McNicol chief development officer

Joins from law firm Ward Hadaway

clock 14 March 2022 • 3 min read
Vast majority not consulted adviser about their will - LV=

Your profession

Vast majority not consulted adviser about their will - LV=

30 million parents want to leave wealth       

clock 14 March 2022 • 3 min read
'Fine line': Advisers on striking the right social media balance

Your profession

'Fine line': Advisers on striking the right social media balance

'YouTube is part of our overall strategy'

clock 14 March 2022 • 4 min read