United Kingdom
Albion SC partners with P1 Investment Services to launch discretionary service
Albion’s financial planning clients are responsible for more than £23bn in assets across markets from UK to Australia
Retirement | 27 Sep 24
DB pension transfers more than halve in 2023/24 – FCA data
The marked fall in the number of DB to DC transfers continues
Technology | 27 Sep 24
Mallowstreet launches AI tool built for wealth, asset managers to analyse meetings
‘SOFI’ helps clients save time, check messaging, improve delivery, monitor performance, capture questions
Tax & Regulation | 26 Sep 24
Labour crackdown on non-doms may raise no money says Guardian report
James Quarmby who is partner of Stephenson Harwood, commented on ‘why this Guardian article is significant
Tax & Technical | 26 Sep 24
Residence based IHT ‘expansion of the net’ on the cards says QB Partners’ Gerry Brown
It is unlikely that there will be any major shift in government approach