Three key M&A trends in the UK advice industry
‘Selling a business can be a challenging and stressful proposition’
Demand for tax-effective investment advice set to surge
But 39% of advisers do not routinely explain the benefits of tax efficiency on investments
Nearly 3 million Brits don’t know if they can retire comfortably
With 79% wanting more support from their employer with retirement planning
Pension firm calls on DWP to take 3-stage approach to trust-based schemes
In response to the DWP consultation ‘Helping savers understand their pension choices’
Lioner International Group opens office in Beijing
In response to demand for family office services in the country