United Kingdom
FCA wins civil case against care home investment scheme
Victims invested around £57m
PEOPLE MOVES: Bravura, Hoxton Capital Management, State Street
Tech firm names group CEO, as advice company hires commercial director
‘Home loan’ IHT avoidance scheme escapes double tax charge
But scheme did fail to save any inheritance tax
Evelyn Partners adds 10th firm to succession programme
Deal grows the wealth manager’s footprint across the UK
Best Practice | 31 Jul 23
Advisers expect a drop in profitability due to Consumer Duty
Outsourcing ‘elements of the value chain can ease the heavy lifting’