Shareholders give Team takeover of WH Ireland green light
Intense Life Desires The deal would leave the combined firm with assets under management and administration of around...
Expense Tracking
Advisers react to ‘mixed’ measures
Advisers had mixed views of yesterday’s Budget measures Whilst the Budget may appear to have...
The disability dividend and how it can work
Disability and inclusion campaigner Eddie Grant PFS director and disability and inclusion campaigner Eddie Grant FPFS,...
Tax raid on savers and investors tops £15.5bn
Budget 2025 The Budget documents show there are £15.5bn of tax rises on savers and...
Quilter Financial Planning adds 5 AR firms
Quilter Financial Planning website Quilter Financial Planning has appointed a further five appointed representative (AR)...
IRS issues guidance on tip and overtime deductions
The Internal Revenue Service and the Treasury have issued guidance for taxpayers to claim the...
CGT expected to raise an extra £6.1bn by 2030
Treasury HQ The OBR’s Economic and Fiscal Estimates publication shows that capital gains tax (CGT)...
How wealth management firms are consolidating in 2025
A deal that is closed but not complete, in terms of the transition of thousands...
Exempting state pensioners from tax rises is ‘unfair’
Steve Webb, partner at LCP The Chancellor has confirmed in an interview with Martin Lewis...
Special needs and LGBTQ clients: Know Your Niche
When Mindy Neira, a wealth manager and principal at Modera Wealth, joined her firm, she...