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…
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…
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…
The recent Budget announcement introduces inheritance tax on pensions from 2027, sparking significant interest in annuities.Current trends already show a surge in annuities, with a 59%…
Lucanet, a prominent name in CFO-led SaaS solutions, has strategically acquired Causal, a leader in financial planning and analysis. This acquisition marks a significant expansion of…
The Autumn Budget 2024 introduces substantial changes to Stamp Duty and Capital Gains Tax (CGT), raising important considerations for older individuals planning their finances.Experts emphasise the…
The Autumn Budget 2024 reveals a significant shift in private education funding.As of 1 January 2025, private school fees will incur a 20% VAT charge.Business rate…
Equity Release Group highlights that despite growing confidence, a full market recovery is still distant.ERG’s enquiries increased significantly, with a 102% rise in lead volume and…
With a notable increase in industry enquiries, optimism surrounds the later life lending market.Equity Release Group reports a 102% rise in lead volume and a 52%…
The latest findings from the Equity Release Council indicate a positive shift in the market, observing growth over two consecutive quarters for the first time in…
