The Government collected £3.1bn in inheritance tax (IHT) between April and September, a rise of 22% (£0.7bn) year on year.
Read more ...Ex-Financial Planner launches new life coaching firm
- Thursday, 21 October 2021
- Articles

Experienced former Financial Planner Tony Fields has launched a new 'post-pandemic' personal coaching business called The Katalyst Coach.
Read more ...Planners split on role of diversity programmes
- Thursday, 21 October 2021
- Articles

The Personal Finance Society is working on producing guidance on diversity and inclusion programmes for Financial Planners.
Read more ...AJ Bell advised net inflows up 36%
- Thursday, 21 October 2021
- Articles

Advised net inflows rose 36% year on year to £3.8bn at investment platform AJ Bell for the year ended 30 September.
Read more ...SJP gross inflows leap by nearly £1.3bn in Q3
- Thursday, 21 October 2021
- Articles

Third quarter gross inflows at wealth manager St James’s Place rose strongly by £1.27bn to £4.32bn, the company reported today.
Read more ...SIPP provider Forthplus goes into administration
- Wednesday, 20 October 2021
- Articles

Edinburgh-based SIPP operator Forthplus Pensions has gone into administration following a string of complaints to the Ombudsman about the firm’s due diligence.
Read more ...FCA handling of BSPS transfers' debacle faces NAO probe
- Wednesday, 20 October 2021
- Articles

The National Audit Office, the UK’s independent public spending watchdog, is to investigate the FCA’s handling of the British Steel Pension Scheme restructuring.
Read more ...FCA fines Credit Suisse £147m for 'tainted' loans
- Wednesday, 20 October 2021
- Articles

The Financial Conduct Authority has fined Credit Suisse £147m for serious financial crime due diligence failings over £940m of “tainted” loans to Mozambique.
Read more ...3 in 4 advisers changed processes post-Woodford
- Tuesday, 19 October 2021
- Articles

Three-quarters of advisers have changed their investment processes as a result of the collapse of Woodford Investment Management.
Read more ...Tilney returns to Cardiff as it recommits to Wales
- Tuesday, 19 October 2021
- Articles

Wealth Manager and Financial Planner Tilney Smith & Williamson has agreed terms for a new office in Cardiff.
Read more ...