Industry
All the news from tax, regulation, people moves, offshore bonds and platforms
Companies 26 Mar 26
People Moves: Brooks Macdonald, Brown Shipley, HSBC, ValidPath
We round up job changes across the industry each week. This week, several major investment houses have added new CIOs, while HSBC has appointed its first ‘chief AI officer’. Brooks Macdonald Investment manager Brooks Macdonald has appointed Will Hobbs as its new chief investment officer, joining from Barclays, where he was chief investment officer and […]
Latest news 26 Mar 26
Clients returning to the UK may benefit from new foreign income tax relief
You must meet certain conditions and actively claim the benefit, explains Keystone Law tax partner Alex Boothman
Latest news 25 Mar 26
UK expats unaware they are set to lose low-cost route to building up state pension
The reforms will remove access to Class 2 voluntary National Insurance contributions for individuals living overseas
Industry 25 Mar 26
Jersey regulator unveils five-year strategy to boost financial services growth
The regulator said it will support the growth of legitimate business by providing a simple, easy-to-understand regulatory framework
FCA proposes rule tweaks to encourage firms to offer ‘simplified advice’
One of the biggest changes is that the FCA will give firms more flexibility in how often they deliver suitability reviews
Best Practice | 24 Mar 26
VIDEO: II Awards 2025 Winners’ Stories – Sam Instone, CEO, AES International
Sam Instone, CEO at AES International talks about the group’s mission to create positive change and help transform the industry
Quilter develops AI tool for advisers with tech specialist Aveni
Aveni Assist has been deployed to all advisers across the Quilter network to enable them to record, transcribe and summarise client meetings
Novia Global: A brief guide to what makes a platform a winner
Steve Andrews, CEO of Novia Global, says the way platforms frame their appeal is overly long, overcomplicated and overwhelming
Transact to launch flexible reversionary trust amid adviser demand for IHT solutions
Transact said it has seen increased interest in both onshore and offshore bonds and trust planning from advisers