Tax & Technical
Best Practice | 5 Feb 25
Evelyn Partners is founding partner of Edinburgh Futures Institute financial services hub
Institute is a futures-focused space for learning, research, and innovation at University of Edinburgh
The lang cat adds tool for advisers to evidence platform switching
There’s a ‘dearth of support’ for advisers working in this environment
Financial planning | 29 Jan 25
P1 Investment Services launches ‘all-in-one’ client-adviser portal
To streamline back-office functions, reduce difficulties of integrating different technology
Best Practice | 27 Jan 25
Belmayne achieves CISI chartered firm status
Belmayne is a family-oriented financial planning firm based in Dronfield, England
Utmost Wealth Solutions launches technical briefing for advisers of HNW, UHNWI’s
It will cover latest developments in tax, regulatory, legal landscapes within international wealth, life markets




