United Kingdom
United Kingdom | 19 May 15
Britons set to lose £550m in IHT due to poor planning
Over £500m could be lost in inheritance tax this year due to inefficient planning, a report by unbiased.co.uk has revealed.
United Kingdom | 19 May 15
Harwood Capital buys Wellian as DFM arm
Harwood Capital Management has bought Wellian Investment Solutions, for an undisclosed sum, in an effort to add discretionary management to its suite of offerings.
Investment | 19 May 15
UK Ombudsman reports rise in SIPP complaints
The UK’s Financial Ombudsman Service (FOS) has reported only a slight rise in complaints about investment-linked products in the latest financial year, but said there had been a significant increase in problems reported by people with self-invested personal pensions (SIPPs).
Profiles & Comment | 19 May 15
Small fortune: Asset allocator with Cerno Capital
James Spence became very interested in how companies work and what makes them grow through the early stages of his career as an accountant.
Garry Heath launches new UK trade body for IFAs
A new trade association representing UK financial advisers has been launched to give the industry a louder voice in discussions with government and regulators.