Defaqto adds AIM and unlisted BR star ratings
- Monday, 22 January 2024
- Articles
Data and research provider Defaqto, which provides the Engage Financial Planning software system, has added star and diamond ratings for AIM and unlisted business relief (BR) services to its product ratings.
Read more...Kingswood bolsters estate planning offer
- Wednesday, 15 February 2023
- Articles
Wealth manager and Financial Planner Kingswood has launched an AIM IHT & ISA Portfolio Service to help clients with estate planning.
Read more...Govt urged to find IHT solution to care funding crisis
- Friday, 17 August 2018
- Articles
WAY Investment Services has urged the Office of Tax Simplification to “focus on simplification” in its IHT review, by scrapping the Residence Nil Rate Band (RNRB) and aligning the rules for AIM with the rules for gifts.
Read more...SIPP provider buys QROPS firm as shares suspended
- Monday, 13 November 2017
- Articles
Shares in SIPP provider STM Group were suspended from the AIM market today at 7.30 am as the group - whose chief executive was arrested in October - announced an acquisition.
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