United Kingdom
Half of millionaires leaving charitable gifts in will
Charitable will trusts and donor advised funds are also being used by one in three millionaires
Investment | 26 Aug 25
Marlborough appointed investment manager of Whitechurch Securities’ third party DFM service
It follows Ascot Lloyd’s acquisition of Whitechurch last year
Overpaid pension tax claims jump 20% and ‘could get worse’
Of those who claimed overpaid tax, 2,400 people received refunds of more than £10,000
Evelyn Partners set to introduce minimum fee for DPS
Exclusive: The new minimum fee is set to be introduced “shortly” and clients have been contacted
Wealth managers at risk of being abandoned over high charges
Almost half of those surveyed said they would consider switching firms over high fees