United Kingdom
Investment | 20 Nov 24
Quilter Investors adds new asset classes to monthly income portfolios
Local currency emerging market debt is one of the new asset classes
People Moves | 19 Nov 24
Caitlin Southall joins WBR Group as head of SSAS proposition
Her appointment is effective immediately, reporting to Martin Tilley
Gen II moves to bigger UK office with capacity for up to 300 staff
Its network of offices are also based in Ireland, Europe and North America
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’
Succession Wealth acquires £1.1bn AUA True Wealth Group
The deal marks Succession’s fifth acquisition under Aviva ownership and its third of 2024