Inheritance tax receipts for April 2021 to January 2022 rose £0.7bn year on year to £5bn, an increase of over 16%.
Read more ...Progeny buys RU Group in “highly significant” deal
- Tuesday, 22 February 2022
- Articles
Financial Planning and professional services firm Progeny is to acquire Chartered Financial Planning firm RU Group.
Read more ...Fairstone hits £100m revenues with 3rd acquisition of 2022
- Tuesday, 22 February 2022
- Articles
Acquisitive Chartered Financial Planning firm Fairstone has hit £100m of revenues and secured its third acquisition of the year.
Read more ...AJ Bell opposes ‘default’ pension fund plan
- Monday, 21 February 2022
- Articles
AJ Bell has opposed FCA plans for a default investment fund for non-workplace pensions.
Read more ...Fund ISA returns dip but still thrash cash ISAs
- Monday, 21 February 2022
- Articles
The average stocks and share ISA provided a return of 6.92% over the past 12 months - well down on the 13.55% seen in the previous 12 months.
Read more ...Kingswood completes £1.5m takeover of Yorkshire adviser
- Monday, 21 February 2022
- Articles
The acquisitive Financial Planning and wealth management firm Kingswood has today completed its deal to buy South-Yorkshire-based DJ Cooke (Life & Pensions) in a deal worth £1.5m.
Read more ...Third of over-55s turning to equity release
- Friday, 18 February 2022
- Articles
Just under a third (30%) of over-55s with a defined contribution pension plan to release equity from their home to help fund retirement plans.
Read more ...Liontrust’s Roberts to retire after 34yr fund career
- Friday, 18 February 2022
- Articles
Liontrust’s David Roberts is to retire from fund management in August following a 34-year career managing fixed income funds.
Read more ...LV= makes payment break option permanent
- Friday, 18 February 2022
- Articles
FCA refuses CMC application as crackdown continues
- Friday, 18 February 2022
- Articles
The Financial Conduct Authority has refused RTC Management Solutions Ltd’s application to be authorised as it continues its crack down of claims management companies (CMCs).
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