UK News
Financial planning | 10 Feb 25
Shackleton adds £300m AUM with acquisition of financial planner
It brings the number of deals completed to a total of 16 since Sovereign invested in it
SSAS and tax adviser WBR Group acquires actuarial consultancy firm
Censeo will be rebranded as WBR Actuarial Limited on 1 April 2025
People Moves | 7 Feb 25
Financial Ombudsman Service CEO exits with immediate effect
Interim arrangements are being taken to fill the role
Tax & Regulation | 6 Feb 25
Don’t miss the IHT ‘Taper Trap’ from the 2024 Budget
At the heart of this issue lies the Residence Nil Rate Band
SJP partners with Dynamic Planner to provide client risk profiling ‘at scale’
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers