Latest news
74% of Brits have done nothing to reduce future IHT bill
There is ‘a huge opportunity for further education and guidance’ on inheritance tax planning
NRIs need to approve recurring payments in battle against fraud
They will have to send their banks in India advance notifications or face having transactions cancelled
Best Practice | 13 Oct 21
How to support ethnic diversity in the investment sector
Data shows that inclusive firms perform better, but ‘treating people equally is the right thing to do’
Decade of triple lock increased value of state pension by 35%
But next year marks the first time the rise will not be in line with the model
Best Practice | 13 Oct 21
UK wealth manager partners with real estate trade body
To provide members with financial planning, investment management and tax planning services