News
Tax & Regulation | news 6 Feb 25
Don’t miss the IHT ‘Taper Trap’ from the 2024 Budget
At the heart of this issue lies the Residence Nil Rate Band
SJP partners with Dynamic Planner to provide client risk profiling ‘at scale’
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers
Experts react to House of Lords rebuke on FCA ‘naming and shaming’
The report ‘will put further pressure’ on the FCA
Uncategorised | news 6 Feb 25
Quilter adds four firms to its appointed rep network
These deal follow addition of eight other AR firms that joined Quilter’s advice network in December 2024
Stonehage Fleming hires Alasdair McLaren as family office director in Guernsey
Patrick Lynch, a director within Family Office, has transferred from London to join the Guernsey team