Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has acquired Welsh Financial Planning firm Lifestyle Financial Advice for an undisclosed amount.
The FCA has today launched a consultation on its proposed regulatory rules for ESG ratings providers, which it said are designed to ensure that ESG ratings are transparent, reliable and comparable.
Aberdeen has today launched a new and enhanced Self-Invested Personal Pension (SIPP), and free Junior SIPP.
Wealth manager and Financial Planner Foster Denovo has signed an exclusive deal for a bespoke Adviser-as-a-Platform (AaaP) solution with Third Financial, part of the Nucleus group.
Pension trustees have been urged to take action to beat pension fraud, as analysis of Action Fraud reports has shown that savers over 55 are most at risk.
The FCA has brought an additional charge of fraud by abuse of position against Mrs Lisa Campbell, an independent financial adviser based in Hampshire.
The Chancellor has confirmed in an interview with Martin Lewis that pensioners whose sole income is the state pension will not have to pay income tax once it breaches the threshold for paying basic rate tax.
The OBR’s Economic and Fiscal Estimates publication shows that capital gains tax (CGT) is now estimated to raise an additional £6.1bn between 2025-26 and the end of the decade.
Quilter Financial Planning has appointed a further five appointed representative (AR) firms to its advice network since September.
The Budget documents show there are £15.5bn of tax rises on savers and investors over the next five years, according to analysis by AJ Bell.