News

Concerns raised about meeting the six-month deadline

Will provide three-stage estimation of a client’s potential IHT liability

2025/26 levy remains at £356m

Rethink does not guarantee that financial redress will be awarded

Confidence is highest among those receiving professional financial advice

Women’s Wealth Alliance report calls for CPD framework to close gender gap

Howden to acquire Evelyn Partners Financial Services

Enabling firms to extend advice and investment services to a broader range of clients

Discretionary trusts, bypass trusts and more

As firm expands investment team