David Melloy of Attivo

Cheltenham-based Chartered Financial Planner firm Attivo has recruited David Melloy as its new strategic business development director to help spearhead plans to expand its UK footprint.

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Big Day Out 2023 attendees

The Paraplanners’ Assembly, the support and training network for Paraplanners, is to hold its annual 'Big Day Out' event on 12 September.

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Many people get no income if they are off with injury or sickness

More than one in five adults (22%) who took unplanned leave in 2023 due to injury were not paid during their absence, a major new study has uncovered.

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Former Arsenal and England player Tony Adams

Financial Planning network Rosemount Financial Solutions (IFA), is to partner with an anti-addiction, mental health support campaign set up by former Arsenal and England captain Tony Adams.

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The Lang Cat website

Advised platforms gross flows in Q2 remained strong but outflows continued to rise and net sales were down sharply by 12.28% to £2.88bn, new figures from consultancy the Lang Cat reveal today.

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Millions more pensioners are facing higher rate tax

Wealth manager Quilter has warned that 3.1m pensioners face paying higher rate or additional rate tax by 2027/28 due to fiscal drag, according to a Freedom of Information (FOI) data request.

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Fairstone CEO Lee Hartley

Expanding Financial Planner and wealth manager Fairstone has completed the acquisition of two Financial Planning firms and opened a new hub in Farnborough to support expansion in the South.

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HMRC HQ

HMRC today reported that Inheritance Tax receipts for the period April to July this year were £2.8bn, up £200m year on year.

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Many have retirement regrets

Many have retirement regrets

Most retired people have numerous regrets when it comes to retirement planning, including failing to put a plan together early enough in life.

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HMRC HQ

The number of people expected to pay dividend tax in the 2024/25 tax year has almost doubled since 2021/22, a Freedom of Information request from AJ Bell has revealed.

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