Regions
Dynamic Planner adds cash flow planning tool
Firm claims it takes ‘miscalibration risk out of the equation’
Julius Baer reportedly eyes China wealth joint venture
It wants to join forces with a local firm to tap into the country’s growing financial services sector
British Steel IFA firm enters liquidation
It stopped offering DB transfer advice and suspended its permissions in 2017
Sovereign Group completes double M&A swoop
It has bought a tax advice firm in Portugal and a trust company in Gibraltar
Financial planning | 2 Nov 20
Gulf state eyes income tax in shock move
It would be the first country in the region to go down this road