United Kingdom
Best Practice | 17 Nov 20
Rise in out-of-hours client contact for IFAs amid covid-19
Pandemic has sparked Brits to focus more on portfolios, wealth transfer and estate planning
‘Big fat chequebooks’ squeeze small IFAs out of M&A market
As acquisitions by consolidators leave rivals in the dust
PEOPLE MOVES: Utmost Intl, BNP Paribas WM, RBC WM
Life company hires head of EU technical services, while private bank names CIO
HNWs rush to take advantage of tax-efficient investments
52% said they will put more of their wealth into schemes that offer breaks before Sunak’s rumoured changes
HMRC to force tax advisers to hold PI cover?
Some in the industry are ‘incompetent’ and others ‘actively bend or break the rules’