United Kingdom
People Moves | 14 Nov 24
Ocorian appoints Pav Czarnecki as client director in Guernsey
He will report to Ken Wrigley, head of private client in Guernsey
Aviva reports ‘extremely positive’ trading across the business in Q3 update
General insurance premiums were up 15% and wealth net flows of £7.7bn grew 21%
Tax & Regulation | 14 Nov 24
EV adds inheritance tax functionality to its financial planning tool
The new feature provides advisers with an IHT liability illustration
Tax & Regulation | 13 Nov 24
Over two thirds of family business owners do not have a succession plan
And only 32% of family business owners in the UK have an up-to-date will
Tax & Regulation | 13 Nov 24
Demand for advisers will ‘surge’ as 1 in 10 deaths incur IHT charge by 2030
The proportion of deaths subject to IHT projected to double