Advisers on lookout for tax changes following Labour’s win
Advisers will be keeping a keen eye on potential tax changes in the wake of Labour’s victory in the general election. (Source FT Adviser)
Wealth managers eye greater allocation to private markets but regulation remains a hurdle
Wealth managers are considering moving away from the traditional 60/40 portfolio in favour of a greater allocation to private assets, a survey by Carne
Consumer duty has taught advisers to write things down
Consumer duty has taught advisers to document how they help clients make informed financial decisions, according to Catriona McInally, investment specialist at M&G Wealth.
City rounds on pension schemes over attempt to derail FCA listing changes
City figures have rounded on a group of top pension schemes after they mounted a last ditch attempt to derail the Financial Conduct Authority’s
Women value a personal advice service more than men
Women value a personal advice service more than men, according to JM Finn
The wealth manager’s Wealth in Women’s Hands report found the
IHT receipts surge 16.6% to £1.4bn in April-May 2024
HM Revenue and Customs revealed that inheritance tax receipts (IHT) for April 2024 to May 2024 are £1.4 billion, which is £0.2 billion higher
Retail investors flee UK fund market as London continues to suffer
Retail investors have continued to abandon London’s capital markets for the 33rd consecutive month, with extensive outflows from UK funds.
UK general election 2024: what it means for venture capital
In anticipation of the upcoming general election on July 4th, we look into each party’s policies for potential implications to early stage investors and
