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Financial planning

Financial planning | 29 Nov 24

One LPA application took over 10 years to process says FOI data

Applications may take longer to be registered if they contain errors that need to be rectified by the customer

Asia | 28 Nov 24

Progeny becomes CII international professional partner firm

Achieving IPPF status brings Progeny’s international offices in UAE, Singapore, Hong Kong, Belgium into alignment

Financial planning | 21 Nov 24

Industry reacts as IHT raises £5bn in seven months

This consistent upward trend underscores the government’s rationale for freezing the IHT threshold until 2030

Companies | 20 Nov 24

Rothschild & Co officially opens wealth management office in Dubai IFC

The office is headed by Sascha Benz, a senior banker who has relocated from Rothschild & Co in Switzerland

Europe | 20 Nov 24

Financial Planning Standards Board names board chair, expands global leadership

FPSB also announces two new board members, Marcia Dessen and Jan Karsten, to serve three-year terms

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.