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West Midlands IFA to remain independent and owner-managed

Pensions and IHT expected to impact more than half of clients

The editor's Friday Night Takeaway from 15 November

‘Important to take control of your exit planning’

Relatively limited upside in face of significantly increased risks

‘In reality, paraplanners are essential collaborators, not mere assistants’

Acquisition adds around 500 clients

Advice firms pushed to get deals in before 30 October CGT changes

Advanta Wealth is Multiply AI’s latest client

The ‘stakes have never been higher’, Abrdn policy head cautions