Financial Planner and wealth manager Progeny Wealth has been awarded Chartered firm status by the Chartered Insurance Institute.
Read more ...Transact creates IHT index for advisers
- Tuesday, 10 January 2023
- Articles
Adviser platform Transact has created an inheritance tax index to enable advisers to track IHT liability trends with their clients.
Read more ...PFS Financial Planning Panel chair quits
- Tuesday, 10 January 2023
- Articles
Alasdair Walker FPFS, the chair of the Personal Finance Society’s (PFS) Financial Planning (Power) Panel, has become the latest person to quit his PFS role.
Read more ...Defaqto launches integrated cashflow modelling
- Tuesday, 10 January 2023
- Articles
Financial Planning software and data provider Defaqto has added integrated cashflow modelling to its Financial Planning software Engage.
Read more ...'Godfather of UK Financial Planning' dies at 83
- Monday, 09 January 2023
- Articles
Paul Etheridge MBE, founder of the Institute of Financial Planning (IFP), has died aged 83 at his home near Cheltenham.
Read more ...SJP partners with charity for financial education drive
- Monday, 09 January 2023
- Articles
St 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.
Read more ...Government to close NI record gaps concession
- Monday, 09 January 2023
- Articles
A Government scheme allowing people to fill gaps in their National Insurance records will come to an end on 5 April.
Read more ...Property wealth dominates Southern IHT bills
- Monday, 09 January 2023
- Articles
Property made up half the wealth of estates paying inheritance tax (IHT) in London in 2019-20.
Read more ...Kingswood completes £6.2m deal to buy Planner firm
- Monday, 09 January 2023
- Articles
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.
Read more ...IWP hunts for new chair as founder steps down
- Friday, 06 January 2023
- Articles
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.
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