AIM-listed acquisitive wealth manager and Financial Planner Kingswood Holdings has secured a £4m debt facility with an affiliate of private equity firm HSQ Investments Limited.
A Midlands-based pension adviser firm has failed and been declared in default by the Financial Services Compensation Scheme, the industry compensation safety-net.
UK private equity firm CBPE Capital LLP has made a “strategic investment” in Bristol-based wealth and pensions manager Clifton Asset Management.
From April 2027 inherited pension pots will be subject to inheritance tax (IHT), Chancellor Rachel Reeves announced today in her Budget.
Chancellor Rachel Reeves says the CPI inflation target will remain at 2%, the long-term Bank of England target.
The State Pension will rise by 4.1% in April when the Triple Lock is implemented in full, the Chancellor said today in her Budget.
Employers' National Insurance will rise from 13.8% to 15% in April but Employee National Insurance will remain unchanged, Chancellor Rachel Reeves announced in her Budget today.
Wealthy non doms living in the UK may head for the exit after the Chancellor announced she would end non-dom status, a law firm partner has warned.
Financial Planners have mostly reacted with relief to the Budget but many have predicted the numerous taxation changes will fuel demand for advice.
More than 1 in 2 IFAs (53%) question the economic competency of the Labour Government, a new poll has found.