05/21/2024
This time, we have David Lane, Partner and Technical Director at LGT Wealth Management. David shares some advice for the new tax year and weighs in on the effects of a potential general election.
05/20/2024
We were recently able to help a client get set up with a personalised banking service following a significant post sale windfall.
05/20/2024
Britain drew a third of Europe’s finance projects last year
05/20/2024
The US Federal Reserve remains less forthcoming to rate cuts
05/20/2024
Peter Hargreaves lost £22m from his £1.8bn fortune, but climbed one place to 93rd
05/20/2024
Given at the Bank of England
05/20/2024
The firm was also recognised for its recent tenth anniversary celebrations
05/20/2024
The report also found an increase in the number of platforms advisers use, from 2.4 to 2.7.
05/17/2024
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
05/17/2024
Wealth manager under scrutiny after fees revamp
05/17/2024
This means there are now very few reasons for those eligible NHS pension members not to take their 1995 section benefits at normal pension age.
05/17/2024
TPR said the reduction in schemes is solely driven by schemes with fewer than 5,000 memberships.
05/16/2024
They looked at the practical steps that people with different non-dom status in the UK should be considering, and suggested starting discussions with advisors and bankers as soon as possible.
05/16/2024
But as 2022 reminded us, there are periods when it doesn’t pay to be invested – and sometimes they have lasted a while.
05/16/2024
Many advisers lack an effective strategy to support existing protection clients
05/15/2024
It grew above expectations and at the fastest rate since the third quarter of 2022.
05/15/2024
Based on the survey findings and TAI’s research, the report argues that the industry average stewardship resourcing level is currently at around 5%.
05/15/2024
This is on the back of strong cash flow generation and low leverage, which also saw Compass increasing its interim dividend versus last year.
05/14/2024
Yet he believes the down switch may have been turned off, potentially heralding a period of attractive returns from the UK stock market.
05/14/2024
An exuberant communicator with an obvious passion for his work, Jia Hao Sng isn’t someone you might naturally expect to find extolling the virtues of emotional detachment.