News

65% of wealth managers utilise trusts

CGT optimisation, cash management, reporting noise cited as issues

Available to existing customers via its app

Joint liquidators to contact HDH Investment Services clients

Received FCA permission

No job losses anticipated

Seen as a foregone conclusion

Will bolster adviser confidence to use social media platforms

Barfield Associates is no longer trading

Bill will return to Lords in usual ‘ping pong’ process until both houses reach an agreement