Financial planning
Financial planning | 1 Aug 24
Evelyn Partners makes sixth professional services acquisition in 18 months
The team, led by Donna Bulmer, give clients the ‘best possible’ tax advice and accountancy solutions
Hoxton Capital Management makes its fourth UK IFA acquisition this year
The deal adds 80 households to Hoxton’s client base
Financial planning | 30 Jul 24
Lawyer sheds insight on non doms and IHT amide new policy paper
Any information about the status of the non-dom changes are eagerly awaited, and we received some insight yesterday (29 July), by way of a policy paper, though there are still lots more questions, says Hilesh Chavda, partner at Spencer West LLP. Inheritance tax will be based on residence as opposed to domicile from 6 April […]
St James’s Place targets £500m cost cuts as FUM hits record £181.9bn
The aim is to achieve annual FUM growth in the ‘mid-to-high single’ digits over time
Financial planning | 29 Jul 24
Entries for The 25th Annual II Awards are open now
II Awards 2024 are open for entries now until end of August 2024