Industry 8 Mar 24

PEOPLE MOVES: Quilter, Bentley Reid, Evelyn Partners, Fidelity International

Quilter has appointed Kirsty Anderson as a retirement and tax specialist

Tax reduction and deduction , outlook UK

Tax & Regulation 6 Mar 24

Spring Budget 2024: National Insurance cut by 2% – but could be a ‘sneaky tax grab’

‘Double-whammy’ of cuts will lower the main NI rate from 12% to 8%, but could ultimately see UK workers unknowingly pay more

(commonly known as Number 11), the official residence of the Chancellor of the Exchequer - Britain's Finance Minister.

Industry | 6 Mar 24

Spring Budget 2024: Non-dom tax replaced with ‘modern residency system’

Change estimated to bring in £2.7bn each year

Companies | 5 Mar 24

London & Capital and Waverton IM to merge into £17bn wealth manager

Lovell Minnick Partners (LMP) will take a majority shareholding

Steven Levin

Platforms | 5 Mar 24

Quilter’s WealthSelect MPS added to third-party platforms for first time

MPS added to the Parmenion, M&G and Morningstar

Transact entry into FTSE 250 points the way for more platforms

Industry | 28 Feb 24

Private investors and wealth managers becoming keener on investment trusts again

216 investors quizzed for the annual UK Investment Trust Study.

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