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News

Aviva preference shares: Advisers flag 'inappropriate' cancellation tax hit to unwary retail investors

Companies

Aviva preference shares: Advisers flag 'inappropriate' cancellation tax hit to unwary retail investors

Concerns communications around 'clumsy' move may not be 'clear, fair and not misleading'

clock 28 March 2025 • 6 min read
Hoxton Wealth opens Liverpool office

Companies

Hoxton Wealth opens Liverpool office

First office in the North West led by UK managing director Jonathon Jay

clock 27 March 2025 • 2 min read
IFS director warns of 'months of speculation' over Autumn tax rises

Your profession

IFS director warns of 'months of speculation' over Autumn tax rises

Likely that taxes could be raised further, thinktank director warns

clock 27 March 2025 • 2 min read
FOS sides with Ludlow WM after client's professional representative made 'poor submissions'

Regulation

FOS sides with Ludlow WM after client's professional representative made 'poor submissions'

Complaint not upheld against Ludlow Wealth Management

clock 27 March 2025 • 3 min read
Investors take group action against RL360 over collapsed funds

Investment

Investors take group action against RL360 over collapsed funds

Claim brought to Isle of Man to seek compensation for losses

clock 27 March 2025 • 2 min read
Foster Denovo CEO Brosch: Other consolidators get it 'wrong' on people

Your Business

Foster Denovo CEO Brosch: Other consolidators get it 'wrong' on people

Advice firm targets ‘another three to five’ deals this year

clock 27 March 2025 • 2 min read
AJ Bell sells Platinum SIPP and SSAS business in £25m deal

Pensions

AJ Bell sells Platinum SIPP and SSAS business in £25m deal

InvestAcc Group takes over £3.2bn book of business

clock 27 March 2025 • 1 min read
Tom Hegarty appointed CEO of Simplybiz

People

Tom Hegarty appointed CEO of Simplybiz

Returns to Fintel fold after stint at M&G

clock 27 March 2025 • 1 min read
Shackleton adds £200m in assets with PK Financial Planning buy

Your profession

Shackleton adds £200m in assets with PK Financial Planning buy

Acquires financial planning, employee benefits and DFM businesses

clock 27 March 2025 • 1 min read
Five key takeaways from the Spring Statement 2025

Economics / Markets

Five key takeaways from the Spring Statement 2025

OBR growth, ISA reforms and defence

clock 27 March 2025 • 4 min read
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