Families could be paying an avoidable tax bill of more than £80,000 because parents are too embarrassed to talk to their children about their financial future, according to new research.

A fraudster has been jailed for seven years for conning elderly and vulnerable victims out of nearly £3m in a ‘boiler room’ fraud operation which promoted bogus corporate bond investments.

Sanlam UK, part of the international financial services group Sanlam Limited, has announced the acquisition of Thesis Asset Management Limited.

A financial adviser is gearing up for a gruelling charity trek which will see him walking from John O’Groats to Lands’ End and scaling the three highest peaks for charity.

IFA network Bankhall has launched a new series of business development workshops for advisers at six venues across the UK. 

Chartered and Certified Financial Planner Sarah Lord, of Mazars LLP, was faced with a challenging case involving a British expat living in the US and explains how she solved it.

Investment platform AJ Bell today reported customer numbers up 5% and total assets under administration up 8% to £47.7bn for the first quarter of 2019.

The ACI - The Financial Markets Association (ACIFMA), a global finance trade association with 8,000 members, has signed an education co-operation agreement with the Chartered Institute for Securities & Investment (CISI).

Chapters Financial, a Chartered Financial Planning firm based in Guildford, Surrey, has promoted Vicky Fulcher to become a director at the firm after five years with the business.

Around 350,000 UK expats living in the Gulf have been warned they could be breaking the Lifetime Allowance (LTA) limit for pensions tax relief.