Financial planning
Financial planning | 26 Sep 25
HMRC and watchdog confirm stance on cancelling tax-free pension lump sums
The associated tax consequences cannot be undone
Financial planning | 24 Sep 25
PIMFA takes aim at ‘unworkable’ draft inheritance tax reforms
Proposed reforms risk creating serious problems for bereaved families
Quilter Cheviot names new CEO
Goddard replaces Andy McGlone, who after 31 years at Quilter Cheviot, will depart at the end of the month in order to pursue other opportunities
MAI Capital Management buys $570m California RIA
The full Summit team will remain in place after the acquisition completes
Financial planning | 15 Sep 25
Former Morgan Stanley adviser launches independent RIA
The firm is headquartered in Woodbury, Minnesota