Industry
US fintech Marygold & Co acquires its second UK financial planning firm
SBS has approximately £27m in assets under advice
Regulation | 2 May 24
What the non-dom tax changes mean for expats residing in the UK
Choosing a place to live globally isn’t solely based on tax considerations
Investment | 2 May 24
Dynamic Planner boosts DFM model portfolio research capabilities
Past performance for over 900 DFM MPS solutions currently risk profiled has been added
Financial planning | 2 May 24
HSBC Life UK launches inheritance tax calculator for advisers
Advisers can select a range of options including current IHT liabilities for clients and future liabilities based on increased asset values
Canaccord Genuity WM names David Muncaster for newly-created international distribution role
He will cover UK distribution, Guernsey, Jersey, and the Isle of Man and oversee the international sales in Europe, Middle East, and Asia.