Wednesday, 11 January 2023
Articles

The Society of Trust and Estate Practitioners (STEP) has elected Tony Pitcher TEP, chair of the Jersey board of Altum Group, as its new worldwide chair.

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Financial Planner and wealth manager Progeny Wealth has been awarded Chartered firm status by the Chartered Insurance Institute.

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Adviser platform Transact has created an inheritance tax index to enable advisers to track IHT liability trends with their clients.

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Alasdair Walker FPFS, the chair of the Personal Finance Society’s (PFS) Financial Planning (Power) Panel, has become the latest person to quit his PFS role.

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Financial Planning software and data provider Defaqto has added integrated cashflow modelling to its Financial Planning software Engage.

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Paul Etheridge MBE, founder of the Institute of Financial Planning (IFP), has died aged 83 at his home near Cheltenham.

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St James’s Place has partnered with education charity Young Enterprise to support the accreditation of schools looking to become centres of excellence for financial education.

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A Government scheme allowing people to fill gaps in their National Insurance records will come to an end on 5 April.

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Property made up half the wealth of estates paying inheritance tax (IHT) in London in 2019-20.

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Fast-growing wealth manager and Financial Planner firm Kingswood Group has completed its deal to acquire Berkshire-based Financial Planner Barry Fleming & Partners for £6.2m.

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