United Kingdom
Gen II moves to bigger UK office with capacity for up to 300 staff
Its network of offices are also based in Ireland, Europe and North America
Retirement | 18 Nov 24
Six ways people will change how they live and use assets in retirement to mitigate IHT
Under current rules, the pension IHT change could mean that some pots are ‘double-taxed’
Succession Wealth acquires £1.1bn AUA True Wealth Group
The deal marks Succession’s fifth acquisition under Aviva ownership and its third of 2024
Industry reacts to UK Chancellor’s Mansion House speech
The speech came after only the day prior, Swedish fintech company, Klarna, chose to list in New York and not London
Financial planning | 15 Nov 24
St. James’s Place ‘welcomes’ next phase of the Advice Guidance Boundary Review
Targeted Support should provide a framework that enables consumers to make better-informed decisions