Articles

Thursday, 18 February 2021 08:50

Inheritance tax reclaims reach 6 year peak

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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.

Financial 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.

Wednesday, 17 February 2021 11:41

Hargreaves Lansdown co-founder sells £300m stake

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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.

Wednesday, 17 February 2021 10:54

Jupiter renames acquired Merian funds 

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Fund manager Jupiter has renamed most of the Merian funds it has acquired to bring them in line with Jupiter’s fund range.

Wednesday, 17 February 2021 10:20

Wealth manager adds 3 new staff to meet demand 

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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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