The Financial Conduct Authority (FCA) is set to force workplace pension schemes to publish their investment returns, including forward-looking projections, under a new 'value for money' framework, ...
Tens of thousands more families are set to pay the high income child benefit charge (HICBC) over the next three years, new figures have revealed. HMRC’s official forecasts show that the number of ...
The number of people receiving end year tax demands from HMRC in the UK has soared over the past few years, new data shows. A freedom of information (FOI) request by Steve Webb, former pensions ...
The moves, while mostly promotions from within the company, sees a real change at the top level management within the firm ...
Digital wealth manager Moneyfarm has raised £44.1m ($59.5m, €52.8m) in its latest funding round. The capital increase was led by M&G and included postal service provider Poste Italiane, which has been ...
UK wealth management and financial planning group Succession Wealth has bought Edinburgh-based IFA business Spence & Spence for an undisclosed sum. The deal is subject to regulatory approval. Founded ...
The companies behind the high-profile Ingenious film and video game tax schemes have not been granted permission to take their legal fight forward in the UK. According to court documents, Ingenious ...
Swiss banking giant Credit Suisse is unifying its wealth management operations into a single global division. This is part of the bank’s plan to revamp its business structure and divert away from ...
Wealthy individuals are leaving the UK and relocating to Italy since the Labour Party announced plans to abolish the non-dom regime, says Nicola Saccardo, partner and Italian tax expert at ...
Harrogate-based independent investment management firm Cardale Asset Management has been acquired by private equity-backed DFM consolidator Titan Wealth for an undisclosed sum. The deal is expected to ...
At a recent FCA conference, the regulator raised its fears about the renewed ascendancy of shoehorning, where firms adopt a ‘one-size fits all’ solution that is not suitable for the individual needs ...
Aviva has agreed to sell its French operation to Aéma Groupe for €3.2bn (£2.76bn, $3.89bn). The transaction covers the French life, general insurance, and asset management businesses and the 75% ...