News
Brooks Macdonald Group to acquire UK chartered financial planner LIFT for £45m
As at 31 December 2023, assets under advice were c. £1.6bn
UK financial planner Clarion WP bought by management team after nearly 40 years
Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice
People Moves | news 7 Oct 24
Former Intrinsic founder and Allied Dunbar chair Sandy Leitch passes away
He was a ‘true pioneer’ in financial services
Retirement | news 7 Oct 24
UK pension tax relief to remain untouched in forthcoming Budget, says report
But there is still speculation that Reeves may either reduce the tax-free cash limit or making pensions subject to inheritance tax
Limited places available of the 6th Annual II Middle East Forum 2024
The October 23 II Middle East Forum 2024 event which sees II and IA collaborate with the WealthExchange at The Capital Club, Dubai, has become the region’s hottest ticket