The proportion of UK deaths subject to Inheritance Tax (IHT) is forecasted to double by 2029.This shift signifies increased financial planning challenges for individuals and families.More…
The recent Budget announcement has resulted in significant changes to the pension and Inheritance Tax (IHT) landscape, according to experts.Unused pension funds will now be included…
As many small law firms face increasing margin pressures, a recent study highlights the reliance on client account interest as a revenue source.Pressure on profit margins…
The collaboration between Quintas Wealth Management and Tynan Dillon marks a significant development in financial services with the launch of Xeinadin Financial Services.Xeinadin Financial Services aims…
The Chartered Insurance Institute has recognised seven firms for exemplary professional standards.Chartered status signifies a firm’s commitment to technical proficiency and ethical practices.Achieving this status reflects…
The One Four Nine Group has initiated its expansion in 2024 by acquiring Castlegate Capital.This acquisition elevates One Four Nine Group’s client assets to over £1.6…
A recent survey reveals a significant shift in consumer behaviour towards seeking financial advice after the latest Autumn Budget.The survey conducted involved 645 UK adults, highlighting…
Brooks Macdonald has recently finalised the acquisition of CST Wealth Management, a financial planning firm based in Cardiff.This strategic move brings approximately 500 clients into Brooks…
Quilter Cheviot, a prominent division within Quilter, welcomes Colin Rowe as its new head of advice, subject to approval.Colin Rowe brings over two decades of leadership…
Colin Rowe appointed as Quilter Cheviot’s head of advice, pending approval.Rowe to join the executive committee, bringing 20+ years of experience.Quilter Cheviot to streamline financial planning…
