Platform and investment provider AJ Bell has warned that an estimated 1.8m more people will pay dividend tax by 2024/25.
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Platform and investment provider AJ Bell has warned that an estimated 1.8m more people will pay dividend tax by 2024/25.
Read more ...The Chartered Insurance Institute has published a Green Finance Companion Guide that supports and extends its Code of Ethics.
Read more ...Scottish Widows has launched four new funds focused on environmental and climate change issues.
Read more ...A new survey suggests that millions are deferring major life decisions such as retirement due to soaring living costs.
Read more ...A new ‘low cost’ advice firm called Hundreds and Thousands has been launched by the former founder of Novia, Paul Boston, to bridge the advice gap for both advisers and consumers.
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Schroders-owned adviser acquisition firm Benchmark Capital has acquired Chartered Financial Planners Kennedy Independent Financial Advice (KFA) in Derry to expand its presence in Northern Ireland.
Read more ...M&G Wealth has added a Capital Gains Tax (CGT) tool to its platform enabling advisers to carry out complex calculations and test different planning scenarios for clients.
Read more ...Manchester-based Pareto Financial Planning has increased its team to more than 70 with the addition of four new hires over the past year.
Read more ...Only 23% of women are confident they will be able to retire comfortably with over a third (35%) expecting to be unable to enjoy a decent income in retirement.
Read more ...The Association of Investment Companies (AIC) - the trade body for the investment company sector - has renamed three of its sectors following a review.
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