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’
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
Industry reacts to UK Chancellor’s Mansion House speech
The speech came after only the day prior, Swedish fintech company, Klarna, chose to list in New York and not London
FCA bans duo for ‘recklessly breaching’ advice firm’s asset requirement
The firm’s bank accounts held no funds for customers who were owed redress