FOI

Wealth management sector paid out £3.8m in FCA fines this year

Companies | 16 Nov 23

Wealth management sector paid out £3.8m in FCA fines this year

An FOI request by Oxford Risk has revealed

Inheritance Tax Written Under White Torn Paper

Companies | 17 Jul 23

Over 5,000 families reclaimed overpaid inheritance tax last year

With 1,000 families already reclaiming in 2023/24

Companies | 12 Jan 23

44% of pension transfer amber flags raised for ‘unknown’ reasons

Quilter calls on the UK government to tackle this issue

One in 25 expecting a million pound inheritance - survey

Companies | 26 Aug 22

DIY Wills fuel rise in inheritance disputes

Preparing for death ‘might seem pessimistic’ but it can help families cope ’emotionally, practically and financially’

Companies | 5 Apr 22

Efforts to recruit next gen advisers failing

Just 6% in the UK are under 30