Articles

Thursday, 21 October 2021 10:01

Wealth managers react as IHT burden rises

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The Government collected £3.1bn in inheritance tax (IHT) between April and September, a rise of 22% (£0.7bn) year on year.

Experienced former Financial Planner Tony Fields has launched a new 'post-pandemic' personal coaching business called The Katalyst Coach.

Thursday, 21 October 2021 09:20

Planners split on role of diversity programmes

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The Personal Finance Society is working on producing guidance on diversity and inclusion programmes for Financial Planners.

Thursday, 21 October 2021 09:01

AJ Bell advised net inflows up 36%

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Advised net inflows rose 36% year on year to £3.8bn at investment platform AJ Bell for the year ended 30 September.

Thursday, 21 October 2021 08:18

SJP gross inflows leap by nearly £1.3bn in Q3

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Third quarter gross inflows at wealth manager St James’s Place rose strongly by £1.27bn to £4.32bn, the company reported today.