Investment

Renaming remaining portfolios to reflect level of investment risk

Report published as Reeves delivered inaugural Mansion House speech

£1.5bn of inflows this year

Proportion of deaths subject to IHT will rise from 5.1% to 9.5% by 2029/30

What Rachel Reeves and Dr Evil have in common

Net flows double from last year

Trusts facing partial deplatforming

Joins the MPS and multi-fund comparison site

Additional Waverton data to be available on comparison site

The great wealth transfer represents opportunity and risk in equal measure for financial advisers.