Financial Planning
Financial planning | 15 May 24
The Exit Partnership, Change Squared, AspireExec combine as new business lifecycle agency
Melo will help financial planning firm owners build better businesses, at every stage of journey from launch to exit
St James’s Place Asia grows FUM to £1.76bn but sees net outflows in Q1 update
The international wealth group as a whole saw gross inflows of almost £4bn
Industry cites ‘excellent’ list of international advisers amid Brite Advisors Sunday Times report
The Sunday Times piece emphasised the scale of operation involving multiple regulators
Financial planning | 18 Apr 24
Labour confirms removal of IHT trust protection in non-dom policy details
The 50% deduction in 2025/6 will be scrapped and the temporary repatriation facility will probably be extended
Financial planning | 15 Apr 24
Jersey-registered Titan Wealth grow AUM to £17.3bn with latest adviser acquisition
The deal significantly increases Titan Wealth’s presence in the East of England