Companies
Multi-generational financial advice on the rise
As families use the same IFA in an effort to deal with the cost of living crisis
Taxman nets £6.1bn in IHT
£700m more than the previous 12 months and frozen bands mean it is set to go even higher
Perspective acquisition adds £50m to AUM
Its 51st deal since 2008 and the group has “a very good pipeline” for more M&A
HSBC opens private banking business in Shenzhen
To extend its wealth footprint in the Greater Bay Area
Sustainability not a priority for 66% of UK retail investors
‘There is a reluctance to sacrifice investment performance or pay higher fees’