Half of wealthy individuals don’t keep written record of financial gifts

Charles Stanley highlighted that keeping written records of gifts is essential to avoid IHT bills

There is speculation it could be a target in the Budget on 30 October

Industry | 7 Feb 24

Institutional investors urged to play a more proactive role in boosting the UK stock market

Industry | 17 Nov 23

As investment manager makes six hires, another hires global head of sustainable investing

Companies | 12 Oct 23

Building risk-targeted portfolios for Fairstone’s advisers

Charles Stanley