Financial Planning
Financial planning | 4 Jul 24
UK goes to the polls with experts predicting Labour tax hits on pensions, CGT, IHT this year
How may the UK’s election outcome impact the finances of a British expat?
Financial planning | 21 Jun 24
Collidr surpasses £3bn AUM as Paradign Norton adopts ‘IntelligentMPS’
Paradigm Norton is one of the largest independent financial planning companies in England with over £1.39bn AUM
One in two UK financial advisers plan to retire during the next five years
51% of IFAs, financial planners say their firm will only keep up to 50% of clients’ assets they currently personally manage
CISI forges strategic partnership with 13,000 CAIA members across US, EMEA, APAC
The special membership arrangement boosts skills and continuing professional development (CPD)
Financial planning | 29 May 24
100 Scots students on track for financial services careers insight day
Students will hear from financial services practitioners, including introductions to Scotland’s financial services sector and front, middle and back-office roles available