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News

Milecross Financial closes out 2024 with fourth IFA acquisition

Companies

Milecross Financial closes out 2024 with fourth IFA acquisition

Bought Buckinghamshire-based The Martin Cliffe Practice

clock 10 December 2024 • 1 min read
Investing for good as well as for gain: Winning clients' hearts and minds

Green

Investing for good as well as for gain: Winning clients' hearts and minds

'This should not be an exercise that we only do because FCA says we must'

clock 10 December 2024 • 8 min read
Tavistock: Acquisitions 'key step' in strategic refocus

Companies

Tavistock: Acquisitions 'key step' in strategic refocus

To be a ‘more significant’ asset manager

clock 09 December 2024 • 2 min read
UK's wealthiest face IHT bills of more than £9m

Tax planning

UK's wealthiest face IHT bills of more than £9m

As Budget changes impacting pension savers and farmers to take effect

clock 06 December 2024 • 4 min read
Half of advisers worry a platform could fail in next three years

Platforms

Half of advisers worry a platform could fail in next three years

Seek for reassurance about the platform market

clock 06 December 2024 • 2 min read
Soaring cost of tax relief highlights why chancellor tightened rules

Tax planning

Soaring cost of tax relief highlights why chancellor tightened rules

Cost of Agricultural Property Relief surged by £335m

clock 05 December 2024 • 3 min read
SJP rejoins FTSE 100

Your profession

SJP rejoins FTSE 100

The wealth manager returns to UK’s large cap index

clock 05 December 2024 • 1 min read
FCA funding a perennial 'issue'

Regulation

FCA funding a perennial 'issue'

Needs ‘more professional consideration’

clock 05 December 2024 • 2 min read
Advisers warm to AI as majority see ChatGPT as opportunity

Your profession

Advisers warm to AI as majority see ChatGPT as opportunity

Only 25% of advisers now perceive AI as a threat

clock 05 December 2024 • 2 min read
Five more advisory firms join Quilter's network

Companies

Five more advisory firms join Quilter's network

Quilter Financial Planning expands with a clutch of AR firm appointments

clock 05 December 2024 • 1 min read
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