UK News
Best Practice | 8 Dec 21
Just 36% of HNWs discuss wealth plans with their partner
Clients need to be ‘open and honest with their family’ in order to ‘make most of tax breaks available’
Advice firm aims to be ‘acquirer of choice’ in UK market
‘Destroying your culture can happen quite quickly with a couple of bad deals or even one’
Tilney unveils ‘adventurous’ multi-asset sustainable fund
It will have a higher weighting to equities for investors seeking long-term growth
FCA eyes ‘fundamental shift’ in customer protection standards
But watchdog criticised for lack of ‘clarity’ and ‘credible regulatory threat’ against ‘bad actors’
Retirement planning products available to Chinese investors
First batch is now offered to individual investors in four cities