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Your profession

IHT receipts up 12% year-on-year ahead of Autumn Statement

Your profession

IHT receipts up 12% year-on-year ahead of Autumn Statement

Inheritance tax receipts ‘demonstrate need for financial planning’

clock 21 November 2023 • 3 min read
Novia founder and former CEO Bill Vasilieff dies aged 68

Your profession

Novia founder and former CEO Bill Vasilieff dies aged 68

Vasilieff came out of retirement to chair Soderberg & Partners this year

clock 20 November 2023 • 1 min read
Defaqto unveils EIS and VCT ratings on back of MICAP deal

Your profession

Defaqto unveils EIS and VCT ratings on back of MICAP deal

Star and Diamond ratings following its MICAP acquisition this year

clock 20 November 2023 • 1 min read
Marketeer to adviser: Wasim Mehmood on meaningful change

Your profession

Marketeer to adviser: Wasim Mehmood on meaningful change

‘It is the perfect balance of being client facing and giving services that matter’

clock 20 November 2023 • 3 min read
Jeremy Hunt draws up plans to reduce IHT in Autumn Statement

Your profession

Jeremy Hunt draws up plans to reduce IHT in Autumn Statement

Chancellor in talks with Rishi Sunak to reduce the rate of tax from 40%

clock 17 November 2023 • 2 min read
Editor's View: The SJP hate train is currently delayed

Adviser tips

Editor's View: The SJP hate train is currently delayed

The editor's Friday Night Takeaway from 17 November

clock 17 November 2023 • 1 min read
Tatton AM's AUM jumps by nearly 20% on MPS demand

Your profession

Tatton AM's AUM jumps by nearly 20% on MPS demand

Tatton Asset Management to build on MPS expansion in 2024

clock 16 November 2023 • 2 min read
Aviva's wealth arm posts 9% drop in net flows due to 'market volatility'

Your profession

Aviva's wealth arm posts 9% drop in net flows due to 'market volatility'

Aviva released its third quarter trading update on 16 November

clock 16 November 2023 • 1 min read
Why SJP planner Elaine Milne hit back at 'vitriolic' online abuse

Your profession

Why SJP planner Elaine Milne hit back at 'vitriolic' online abuse

'This war of words against SJP and its advisers was getting out of hand'

clock 15 November 2023 • 8 min read
Advice firm restricted by FCA after failing to pay British Steel redress

Companies

Advice firm restricted by FCA after failing to pay British Steel redress

KBFS Financial is now prevented from carrying out regulated activity

clock 15 November 2023 • 1 min read
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