Fast-growing wealth manager and Financial Planner Finli Group, formerly Solomon Capital Holdings, has acquired Somerset-based Schaefer Financial Management and Birmingham-based MMR Financial Planning and said it plans three more acquisitions this month.
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There are five times as many additional taxpayers now compared to when the 45p rate was introduced in April 2010.
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There will be a 'Spring Statement silence' on pensions this week when the Chancellor provides her latest update on the UK’s finances on Wednesday (26 March), pension provider Aegon has predicted.
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Pension provider Phoenix has confirmed that it is planning to launch a retirement advice service through its Standard Life brand although it has yet to reveal when.
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Defined benefit pension transfer activity has fallen to its lowest rate since the XPS Group’s Transfer Activity Index was established in 2018.
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The latest issue of Financial Planning Today magazine is now available to read and is packed with tips and insights for Financial Planners, Paraplanners, Wealth Managers and IFAs.
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Expanding Chartered Financial Planner Lumin Wealth has acquired the mortgages arm of RBS Associates for an undisclosed sum.
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The FCA has today launched a wide-scale review of the £4.85bn protection insurance market and whether commissions paid on products affect consumer outcomes.
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The government’s inheritance tax take continues to rise rapidly and is up £800m on last year to £7.6bn, according to latest government data out today.
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