Financial planning
Progeny becomes CII international professional partner firm
Achieving IPPF status brings Progeny’s international offices in UAE, Singapore, Hong Kong, Belgium into alignment
Financial planning | 21 Nov 24
Industry reacts as IHT raises £5bn in seven months
This consistent upward trend underscores the government’s rationale for freezing the IHT threshold until 2030
Rothschild & Co officially opens wealth management office in Dubai IFC
The office is headed by Sascha Benz, a senior banker who has relocated from Rothschild & Co in Switzerland
Financial Planning Standards Board names board chair, expands global leadership
FPSB also announces two new board members, Marcia Dessen and Jan Karsten, to serve three-year terms
Financial planning | 18 Nov 24
Over half of millennials with wealth over £25m say their family has no philanthropic arm
69% of young heirs surveyed aged 18-40 are happy about stepping into leadership roles within the family business