UK
Financial planning | 8 Jul 24
Chartered UK adviser Skerritts Group adds £400m AUM with acquisition of KMG Independent
This brings the number of deals that Skerritts Group has completed since the Sovereign investment up to nine
Latest news | 3 Jul 24
PIMFA pushes FOS on CMCs
PIMFA suggests that FOS should review its approach and seek to levy a higher charge, which would result in firms and CMCs sharing the burden of case fees
Regulation | 21 Jun 24
FCA urges victims to claim compensation over fraudulent adviser activities
It is now making a final call for any remaining victims to come forward
Tax & Regulation | 21 Jun 24
IHT receipts surge 16.6% amid UK election manifesto pledges
OBR’s forecast paints IHT as an increasingly lucrative source of income for the government
Tatton AM sets new growth target of £30bn AUM/I by Q1 2029
Tatton’s IFA firms increased by 12.2% to 975 (2023: 869)