Retirement | 9 Oct 24
Industry reacts amid report UK pension tax free lump sum may be cut
It was reported that government officials had asked one of UK’s biggest pension providers to review impact of such a move
Vistra adds new MD and four managers to North America funds team
The hires reflect growing need for cross-border solutions among clients in the USA and Canada
Malta wins first round against EC court challenge to citizenship by investment scheme
The European Commission has no right to impose restrictions on EU Member States’ citizenship-by-investment policies
Brooks Macdonald Group to acquire UK chartered financial planner LIFT for £45m
As at 31 December 2023, assets under advice were c. £1.6bn
UK financial planner Clarion WP bought by management team after nearly 40 years
Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice