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Financial planning

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

Financial planning | 18 Nov 24

Over half of millennials with wealth over £25m say their family has no philanthropic arm

69% of young heirs surveyed aged 18-40 are happy about stepping into leadership roles within the family business

Companies | 18 Nov 24

CISI unveils Financial Planning Week 2025 as ‘opportunity to give back’

It will take place between 27 January and 2 February next year

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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.