Articles
Defaqto launches integrated cashflow modelling
Written by Kat MitchellFinancial Planning software and data provider Defaqto has added integrated cashflow modelling to its Financial Planning software Engage.
'Godfather of UK Financial Planning' dies at 83
Written by Kat MitchellPaul Etheridge MBE, founder of the Institute of Financial Planning (IFP), has died aged 83 at his home near Cheltenham.
SJP partners with charity for financial education drive
Written by Kat MitchellSt James’s Place has partnered with education charity Young Enterprise to support the accreditation of schools looking to become centres of excellence for financial education.
A Government scheme allowing people to fill gaps in their National Insurance records will come to an end on 5 April.
Property made up half the wealth of estates paying inheritance tax (IHT) in London in 2019-20.
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Fast-growing wealth manager and Financial Planner firm Kingswood Group has completed its deal to acquire Berkshire-based Financial Planner Barry Fleming & Partners for £6.2m.
Sometimes close family members fall out - just ask Princes Harry and William.
Independent Wealth Planners (IWP), the acquisitive Financial Planning firm, has begun the search for a new chair after founder and chair David Inglesfield unexpectedly stepped down at the end of December.
Brighton and Hove-based wealth manager Skerritts Group has acquired £62m AUM Kent Financial Planner Equinox Wealth.