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United Kingdom

Britons set to lose £550m in IHT due to poor planning

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.

Harwood Capital buys Wellian as DFM arm

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.

UK Ombudsman reports rise in SIPP complaints

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).

Small fortune: Asset allocator with Cerno Capital

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

Industry | 18 May 15

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.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.