The trial of Marian Okunola, a former contractor-turned-employee of Titan Wealth, was postponed today (22 January) during a ...
The Lords’ Financial Services Regulation Committee (FSRC) is expected to produce its report on Financial Conduct Authority ...
Inheritance tax (IHT) receipts totalled £6.3bn in the first three quarters of the 2024/25 financial year, up 11% on the ...
Quilter’s platform has reported record quarterly net inflows of £1.9bn during the fourth quarter, latest results show.
Platform Transact has named Tom Dunbar as its CEO with Jonathan Gunby set to retire in March. The business said the move was ...
The way HM Revenue & Customs (HMRC) taxes pension withdrawals is finally being overhauled ten years after over-taxation ...
Alternative ways for the government to implement inheritance tax (IHT) on pensions have been put forward by industry experts ...
He took on the role in 2022, during which time he "successfully delivered" on the five priorities he identified when joining ...
The Personal Finance Society (PFS) has today (22 January) published a Good Practice Guide for advisers about economic abuse ...
AJ Bell, Quilter, Hargreaves Lansdown and Interactive Investor – have jointly written to chancellor Rachel Reeves opposing the way the government plans to introduce inheritance tax (IHT) to pensions.
Treatment of vulnerable clients is something that is going to continue to be on the regulator’s radar this year, delegates heard.
Quilter has topped the table as the most recommended adviser platform in 2024 closely followed by Aviva, Defaqto data has revealed.