Tax & Regulation
Financial planning | 29 Jan 25
P1 Investment Services launches ‘all-in-one’ client-adviser portal
To streamline back-office functions, reduce difficulties of integrating different technology
Utmost Wealth Solutions launches technical briefing for advisers of HNW, UHNWI’s
It will cover latest developments in tax, regulatory, legal landscapes within international wealth, life markets
Tax & Regulation | 23 Jan 25
Financial worries impact mental wellbeing for ‘more than half’ of UK adults
55% likely to make financial plan but only 6% consult financial adviser
Tax & Regulation | 23 Jan 25
Experts react as UK chancellor signals ‘revisions’ to non-dom rules
Rachel Reeves was speaking at the World Economic Forum in Davos
Investment | 22 Jan 25
Aegon warns one aspect of new pensions IHT rules is ‘riddled with issues’
In the longer term, ‘we urge the Government to carry out a review of IHT’