financial planning

City Gate Aberdeen and Albyn Associates add £180m assets

Brings total AUM to £4bn

Full certification programme to follow

Changes to CGT would have ‘clear implications for wealth planning’

Located on Bloomsbury Way

A quarter of planning firms flag this, Saltus research finds

‘These are design choices we have inherited’

Clear framework could help advisers

More than two thirds flag concerns about clients turning to AI for financial advice

For clients with more than £1m of investable assets