Industry
Financial planning | 23 Jan 24
IHT take hits £5.7bn as government mulls changes in the Budget
Average bill on course to be £239,000 in the current tax year
Morningstar: European fund giants suffer outflows in December 2023
European-domiciled funds as a whole attracted a net €49bn in 2023
Trading tantrums: Should DIY platforms stop treating investors like children?
In restricting access to certain funds and trusts, are platforms making an assumption that DIY investors are incapable of grown-up value assessments?
Söderberg & Partners continues push into the UK
Swedish firm’s seventh acquisition described as one of the biggest to date
AJ Bell advised customers reach 161,000 as assets jump to £76.2bn
Total customers rose 12% in the year to reach 484,000