Clifton Asset Management website

UK private equity firm CBPE Capital LLP has made a “strategic investment” in Bristol-based wealth and pensions manager Clifton Asset Management.

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Autumn Budget 2024 and Chancellor Rachel Reeves. Image courtesy: HM Treasury

 

From April 2027 inherited pension pots will be subject to inheritance tax (IHT), Chancellor Rachel Reeves announced today in her Budget.

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Autumn Budget 2024 and Chancellor Rachel Reeves. Image courtesy: HM Treasury

Chancellor Rachel Reeves says the CPI inflation target will remain at 2%, the long-term Bank of England target.

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Autumn Budget 2024 and Chancellor Rachel Reeves. Image courtesy: HM Treasury

The State Pension will rise by 4.1% in April when the Triple Lock is implemented in full, the Chancellor said today in her Budget.

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Autumn Budget 2024 and Chancellor Rachel Reeves. Image courtesy: HM Treasury

Employers' National Insurance will rise from 13.8% to 15% in April but Employee National Insurance will remain unchanged, Chancellor Rachel Reeves announced in her Budget today.

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Autumn Budget 2024 and Chancellor Rachel Reeves. Image courtesy: HM Treasury

 

Wealthy non doms living in the UK may head for the exit after the Chancellor announced she would end non-dom status, a law firm partner has warned.

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Autumn Budget 2024 and Chancellor Rachel Reeves. Image courtesy: HM Treasury

 

Financial Planners have mostly reacted with relief to the Budget but many have predicted the numerous taxation changes will fuel demand for advice.

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Labour leader Keir Starmer

 

More than 1 in 2 IFAs (53%) question the economic competency of the Labour Government, a new poll has found.

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LEBC website in 2019

The Financial Services Compensation Scheme today declared former national IFA, pensions and employee benefits firm LEBC Group Ltd (FRN: 760755) in default after receiving 218 claims against the firm.

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PFS Graduation venue in London

 

More than 160 Financial Planners and Paraplanners attended the annual Personal Finance Society’s Graduation Ceremony held in London recently.

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