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News

Brooks Macdonald buys financial planning firm

Your Business

Brooks Macdonald buys financial planning firm

Acquisition adds around 500 clients

clock 05 November 2024 • 2 min read
FCA warns of 'growing concerns' on SIPP operators

Your profession

FCA warns of 'growing concerns' on SIPP operators

SIPP firms warned on Consumer Duty failings, asset protection gaps, and oversight

clock 05 November 2024 • 2 min read
Autumn Budget 24: 'Surprise' IHT on pensions puts advisers on high alert

Your profession

Autumn Budget 24: 'Surprise' IHT on pensions puts advisers on high alert

Unexpected IHT shift to include pensions has left advisers racing to adapt estate strategies

clock 04 November 2024 • 3 min read
Mattioli Woods snaps up Cullen Wealth

Companies

Mattioli Woods snaps up Cullen Wealth

Companies House filings outline pre-Budget swoop

clock 04 November 2024 • 2 min read
IHT pensions changes expected to drive 'strong interest' in annuities

Pensions

IHT pensions changes expected to drive 'strong interest' in annuities

Though ‘ambiguity’ persists on annuities treatment, retirement planning expert says

clock 04 November 2024 • 3 min read
FCA issues warning notice against Crispin Odey over 'lack of integrity'

Regulation

FCA issues warning notice against Crispin Odey over 'lack of integrity'

Regulator alleges 'reckless disregard' on governance

clock 04 November 2024 • 2 min read
Wealth firm declared in default by FSCS over pensions advice

Companies

Wealth firm declared in default by FSCS over pensions advice

One complaint upheld against Intelligent Wealth Management Partnership

clock 01 November 2024 • 1 min read
7IM acquires Rockhold Asset Management to expand MPS proposition

DFM & Model Portfolios

7IM acquires Rockhold Asset Management to expand MPS proposition

MPS offering will now have more than £10bn under management

clock 01 November 2024 • 2 min read
Budget M&A impact: 'We completed three deals' the day before

Your Business

Budget M&A impact: 'We completed three deals' the day before

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

clock 31 October 2024 • 3 min read
Pensions IHT exemption removal 'will come as a blow'

Your profession

Pensions IHT exemption removal 'will come as a blow'

'Removal of IHT exemption will result in a double tax hit for beneficiaries'

clock 31 October 2024 • 2 min read
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