Regions
Event News | 28 Jul 25
II Lat Am Forum 2025 preview – with Gustavo Otero, Investors Trust
Spaces are filling up quickly with just 25% left, register today to be eligible for a free delegate pass for this year’s event
Latest news | 28 Jul 25
Pension IHT reforms will see clients and advisers face seismic shift
IHT arguably the most complicated major tax facing individuals
Mizuho buys European firm Augusta to boost renewables advisory offering
Augusta’s brand, network, leadership and team will remain in place
Latest news | 24 Jul 25
Wealth Management firm Affinity opens Dubai office
Firm has established base in Jersey
Financial planning | 23 Jul 25
Policy experts lambast government’s decision to proceed with IHT raid on pensions
Takes effect from April 2027.



