Major US fintech buys UK Chartered Financial Planner
- Thursday, 02 May 2024
- Articles
California-based fintech Marygold & Co has acquired its second UK Financial Planning firm ahead of a bigger push into the UK savings and advice market.
Read more...Advisers concerned about IHT ‘stealth tax’ threat
- Friday, 21 October 2022
- Articles
Financial advisers and industry experts have expressed concern about the ‘stealth tax’ threat from Inheritance Tax after receipts grew to £3.5bn for the latest six month period, up £400m year on year.
Read more...Death, debts, a wedding and 4 DB Pensions – Paraplanner’s tricky client case
- Tuesday, 10 April 2018
- Articles
A Paraplanning boss has detailed how she dealt with a client who faced the “very rare” circumstances of four defined benefit pensions alongside personal pensions and lifetime allowance tax issues.
Read more...Planner blasts platforms for poor service and failing to deliver
- Tuesday, 10 April 2018
- Articles
Platforms have come under fire for ‘poor service’ and failing to deliver the services they claim to offer.
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