Retirement | 18 Nov 24
Six ways people will change how they live and use assets in retirement to mitigate IHT
Under current rules, the pension IHT change could mean that some pots are ‘double-taxed’
Financial planning | 18 Nov 24
Over half of millennials with wealth over £25m say their family has no philanthropic arm
69% of young heirs surveyed aged 18-40 are happy about stepping into leadership roles within the family business
Middle East | 18 Nov 24
Lighthouse Canton names Won-Ki Kim as head of global institutional sales
He will have a particular emphasis on Korea, Japan, and North America
CISI unveils Financial Planning Week 2025 as ‘opportunity to give back’
It will take place between 27 January and 2 February next year
Succession Wealth acquires £1.1bn AUA True Wealth Group
The deal marks Succession’s fifth acquisition under Aviva ownership and its third of 2024