Financial planning firm Tilney has appointed a new head of multi-asset funds.
Read more ...SJP funds under management top £100bn as inflows slow
- Tuesday, 30 April 2019
- Articles
St James’s Place has boosted its funds under management to in excess of £100bn despite a slowdown in inflows, its latest figures have revealed.
Read more ...FSCS keeps door closed to LC&F claims - for now
- Tuesday, 30 April 2019
- Articles
The Financial Services Compensation Scheme has reiterated today that its door is closed to claims against the £236m collapsed mini-bond firm London Capital & Finance - but it could review its stance.
Read more ...FSCS levy drops by £42m but SIPP claims rising
- Tuesday, 30 April 2019
- Articles
The Financial Services Compensation Scheme (FSCS) will impose a levy of £532m on firms this year, £16m more than it forecast in January but £42m lower than the equivalent figure last year.
Read more ...HMRC’s hi-tech system tracks down more tax evaders
- Monday, 29 April 2019
- Articles
Connect, HMRC’s sophisticated information system is being used more and more to identify income and gains that have not been declared.
Read more ...Brewin Dolphin buys Epoch Wealth Management
- Monday, 29 April 2019
- Articles
Wealth manager and Financial Planner Brewin Dolphin has acquired bath-based planner Epoch Wealth Management.
Read more ...Inheritance taboo costs £80k in unnecessary tax
- Monday, 29 April 2019
- Articles
Families could be paying an avoidable tax bill of more than £80,000 because parents are too embarrassed to talk to their children about their financial future, according to new research.
Read more ...Fraudster jailed for £3m corporate bond scam targeting elderly
- Monday, 29 April 2019
- Articles
A fraudster has been jailed for seven years for conning elderly and vulnerable victims out of nearly £3m in a ‘boiler room’ fraud operation which promoted bogus corporate bond investments.
Read more ...Sanlam acquires Thesis including its Financial Planning arm
- Monday, 29 April 2019
- Articles
Sanlam UK, part of the international financial services group Sanlam Limited, has announced the acquisition of Thesis Asset Management Limited.
Read more ...Adviser to embark on gruelling charity trek
- Friday, 26 April 2019
- Articles
A financial adviser is gearing up for a gruelling charity trek which will see him walking from John O’Groats to Lands’ End and scaling the three highest peaks for charity.
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