UK Adviser
Tax & Regulation | 16 Dec 24
What should advice firms expect from regulators on complaints in 2025?
19% of consumers said that they had moved wealth providers because of complaints of firms
Tax & Regulation | 16 Dec 24
Two out of five over 55s ‘rarely, if ever’ review retirement financial plans
But 14% review their financial plans more than once every six months
Tax & Regulation | 13 Dec 24
HMRC issues Christmas tax warning urging action
Christmas is a time for joy, not stress
WH Ireland reports ‘narrowing’ losses amid ‘challenging market backdrop’
Assets under management in the wealth division dropped to £1.1bn from £1.2bn