Acquisitive South Coast-based wealth manager and financial adviser Skerritts has made its second acquisition this week with the purchase of London-based Black Swan Financial Planning.
Read more ...Skerritts buys £540m AUM Planner in second deal this week
- Thursday, 11 July 2024
- Articles
FCA simplifies company listing rules
- Thursday, 11 July 2024
- Articles
The FCA has published rules for a simplified listings regime in its biggest shake-up in over three decades to support a wider range of financial services firms to issue their shares on a UK exchange.
Read more ...Private office invests in rugby star’s IFA firm
- Thursday, 11 July 2024
- Articles
Yorkshire-based private investment office and wealth manager Traditum has invested in Method Asset Management, an IFA founded by former professional rugby player Jonnie Whittle CFP.
Read more ...2 in 3 'unretirees' failing to consider tax trap
- Wednesday, 10 July 2024
- Articles
Two thirds (63%) of over-55s who plan to return to paid work have failed to check the potential tax implications of doing so, according to a new report.
Read more ...18% rise in non-doms as tax revenue jumps to £8.9bn
- Wednesday, 10 July 2024
- Articles
The number of non-domiciled taxpayers in the UK climbed 7% in 2023 and they paid £8.9bn in tax, according to the latest HMRC figures for 2023.
Read more ...New Pensions Minister takes up Treasury / DWP joint role
- Wednesday, 10 July 2024
- Articles
Labour MP Emma Reynolds has been appointed as the new Pensions Minister in a joint ministerial role working across both the Treasury and the Department for Work and Pensions (DWP).
Read more ...FCA wants compulsory criminal background checks
- Wednesday, 10 July 2024
- Articles
The FCA is to consult on introducing compulsory criminal background checks on firm owners and controllers applying for authorisation from January 2025.
Read more ...Evelyn adds Financial Planner in Surrey
- Tuesday, 09 July 2024
- Articles
Wealth manager and Financial Planner Evelyn Partners has appointed Emma Rivers as a Financial Planner to help support the growth of the firm’s Guildford office.
Read more ...Most investors dissatisfied with portfolio performance
- Tuesday, 09 July 2024
- Articles
Less than half of investors are satisfied with their portfolio performance after being hit by high inflation and geopolitical conflicts in recent years.
Read more ...Financial Planning firm launches children's books
- Tuesday, 09 July 2024
- Articles
Financial Planning firm MKC Wealth has produced a series of books aimed at teaching primary schoolchildren about managing money.
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