United Kingdom

Best Practice | 17 Oct 16

More than three in five UK adults with assets above the individual inheritance tax (IHT) threshold do not know what the limit is and are potentially putting their families at risk of an unexpected tax bill, according to Canada Life.

Companies | 17 Oct 16

Leeds-based wealth manager The Private Office (TPO) has acquired PQR Financial Planning, a firm of financial planners based in London, in a move that bucks the trend for large restricted advice firms to swallow smaller, independent players.

Macro Views | 17 Oct 16

With developed world political risk now posing the biggest risk to markets, Liontrust’s John Husselbee is encouraging his clients to focus on the global picture.

Best Practice | 14 Oct 16

Sales of personal pensions fell by 6.8% in the second quarter of this year as a leading tax expert urges the UK government to do more to get the country’s retirement savings “back on track”.

Companies | 13 Oct 16

Sanlam UK is to set up a new division encompassing its discretionary fund management and financial advice divisions and launch a partnership initiative for advice firms to join the group in a move that challenges St James’s Place’s existing model.