United Kingdom
Financial planning is becoming harder, say advisers
Clients are finding financial decision making more challenging too
Inheritance tax is in ‘dire need of reform’
STEP says it wants to see a low flat-rate estate tax regime with few reliefs and exemptions
Adviser support group makes two acquisitions via advice arm
Deals add £200m in AuA and 500 wealth clients
PEOPLE MOVES: FSCS, Maps, SEI
UK lifeboat scheme and pension service announce CEO exits
MitonOptimal UK operation sold to Dubai-headquartered firm
It is the acquirer’s first move into the British financial services sector