United Kingdom
Beneficiaries in ‘dark’ over IHT liability issues
Prudential UK surveyed over 900 financial advisers and found clients are unaware of IHT exemptions
Aviva raises compensation pot for Friends Provident transfers
Firm increased payout budget by £175m
Latest news | 7 Mar 19
Backlog of tax disputes against HMRC nears 29,000 cases
The number has more than doubled in the last decade as challenges to tax office rulings grow
Financial planning still a male-dominated family matter
UBS finds 85% of wealthy women take care of day-to-day expenses while men handle long-term finances
PEOPLE MOVES: Aviva, Ardan International, Vistra
Three firms hire new CEOs and Nedbank Private Wealth names head of investments in Jersey