United Kingdom
Regulation | 8 Jul 24
FCA cautions adviser firms over challenges of overseeing overseas representatives
Advisers should consider terminating agreement with overseas appointed reps if they ‘cannot adequately monitor’ their activities
Financial planning | 8 Jul 24
Chartered UK adviser Skerritts Group adds £400m AUM with acquisition of KMG Independent
This brings the number of deals that Skerritts Group has completed since the Sovereign investment up to nine
Regulation | 5 Jul 24
Industry experts around the world react as Labour wins significant majority in UK election
Labour had announced plans to charge inheritance tax on all non-UK assets held on trust
Kingswood CEO David Lawrence resigns with immediate effect
A process to appoint a permanent CEO will commence shortly
Financial planning | 4 Jul 24
UK goes to the polls with experts predicting Labour tax hits on pensions, CGT, IHT this year
How may the UK’s election outcome impact the finances of a British expat?