Articles

Tuesday, 09 October 2018 10:01

Tenet buys North West Financial Planning firm

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National IFA network Tenet has acquired Preston-based Financial Planner and wealth manager Elementum for an undisclosed sum. 

Tuesday, 09 October 2018 09:19

STM buys SIPP rival Carey ahead of major court case

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STM, owner of UK SIPP provider London & Colonial, is to acquire the majority of rival SIPP firm Carey Pensions for £400,000 as Carey prepares to tackle a major court case.

 

The Financial Conduct Authority is to consult on new rules to reduce the potential harm to investors holding funds invested in illiquid assets - such as property - “under stressed market conditions.”

Monday, 08 October 2018 10:35

Punter Southall acquires Chartered Financial Planner

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Punter Southall Aspire, the investment and workplace pensions business, has acquired JDP Financial Services, a firm of independent Chartered Financial Planners based in Bedford, for an undisclosed sum.

Monday, 08 October 2018 10:14

More than 6.9m parents give kids inheritance early

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New research suggests that 20% of parents – 6.9m mums and dads – have transferred assets to their children early to mitigate inheritance tax.

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