Quilter Cheviot

Quilter Cheviot lowers direct client MPS fee and increases access

DFM & Model Portfolios

Quilter Cheviot lowers direct client MPS fee and increases access

Wealth manager’s MPS added to Aegon’s and Nucleus’ platforms

clock 28 August 2024 • 2 min read
IHT take up again as firms chew over potential Labour reforms

Tax planning

IHT take up again as firms chew over potential Labour reforms

HMRC reveals inheritance tax receipts up £83m to £2.1bn

clock 19 July 2024 • 2 min read
Partner Insight: Building an improved service — the best of both worlds

Investment

Partner Insight: Building an improved service — the best of both worlds

clock 28 June 2024 • 1 min read
Ex-Quilter investment manager launches financial planning firm

Companies

Ex-Quilter investment manager launches financial planning firm

Nicholas Hawkins has launched NH Wealth

clock 24 October 2023 • 1 min read
World Menopause Day: Quilter's initiative for advisers and staff

Companies

World Menopause Day: Quilter's initiative for advisers and staff

The firm has partnered with an online clinic to offer free menopause support

clock 18 October 2023 • 1 min read
Illogical, impenetrable and irrelevant: The UK's IHT tax maze

Tax planning

Illogical, impenetrable and irrelevant: The UK's IHT tax maze

IHT is key battleground in forthcoming general election

clock 06 October 2023 • 5 min read
HNW individuals to benefit from Quilter's latest partnership

Your profession

HNW individuals to benefit from Quilter's latest partnership

Quilter will provide education, materials, and webinars as part of deal

clock 17 August 2023 • 1 min read
Another level: Why Consumer Duty puts TCF in the shade

Consumer Duty

Another level: Why Consumer Duty puts TCF in the shade

A preventative approach to consumer protection is the importance nuance

clock 20 April 2023 • 4 min read
Jersey wealth manager expands into the UK under ex Quilter exec

Your profession

Jersey wealth manager expands into the UK under ex Quilter exec

Oakglen Wealth is set to open an investment management arm

clock 17 April 2023 • 1 min read
Inflation eases but experts warn on long road ahead

Markets

Inflation eases but experts warn on long road ahead

All eyes now on the Bank of England's next rate setting meeting

clock 14 December 2022 • 2 min read
Most read
01

Farmers and IHT: Why the chancellor's methods are wrong

21 November 2024 • 5 min read
02

The Penny Group adds £90m of assets with Surrey planning firm buy

20 November 2024 • 2 min read
03

Margetts Wealth directors complete management buy-in

21 November 2024 • 2 min read
04

Half of industry rejects shift to four-day work week

20 November 2024 • 2 min read
05

Personal representatives and IHT filing following the Budget

21 November 2024 • 4 min read