Articles
The number of inheritance tax reclaims reached a six-year peak in 2020 as more families reclaimed overpaid tax following a fall in the value of property or shares.
Adviser to pay out for second time over UCIS investments
Written by Kat MitchellFinancial advice firm Professional Financial Services (PFS) has been ordered by the Financial Ombudsman (FOS) to pay out after advising a client to invest in an unregulated collective investment scheme.
Peter Hargreaves, one of the co-founders of fund platform Hargreaves Lansdown, has sold off a £300m stake in the firm he launched with business partner Stephen Lansdown in 1981.
Fund manager Jupiter has renamed most of the Merian funds it has acquired to bring them in line with Jupiter’s fund range.
Leicester-based wealth adviser Westerby Investment Management has recruited three new members of staff from Berkeley Burke in an expansion move.
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The Consumer Prices Index (CPI) measure of inflation rose 0.7% in the 12 months to January, up from 0.6% in December, the ONS reported today.
Regulators to share info on Woodford comeback plans
Written by KevinThe FCA is to work with the Jersey regulator to review plans by fallen fund manager Neil Woodford to stage a comeback.
Planners urge Chancellor to put growth ahead of taxes
Written by Kat MitchellFinancial advisers have urged the Chancellor to focus on initiatives to boost economic growth in his March Budget, according to new research.
Ex-Goldmans’ staffer charged with insider trading
Written by Kat MitchellAn ex-employee of Goldman Sachs is one of two brothers that face criminal proceedings for insider dealing and fraud.