United Kingdom
Tax & Regulation | 25 Feb 25
Triggering a chargeable lifetime transfer to reduce IHT?
It is essential to take full advantage of the various reliefs and exemptions still available
Pensions adviser XPS to buy Polaris in £58m deal
Polaris will be integrated into the current XPS Insurance Consulting team
Retirement | 24 Feb 25
Pension transfer times fall as volumes rise
In 2024, around half of all transfers completed in just under seven working days
Brooks Macdonald International sale to Canaccord Genuity WM completes
The deal is subject to certain performance criteria being met
People Moves | 21 Feb 25
Brooks Macdonald makes two senior hires for exec committee
They previously worked at Vanguard and GAM