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.
Read more ...Chartered Planner adds senior hire to boost footprint
- Friday, 23 August 2024
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David Melloy of Attivo
Paraplanning's ‘Big Day Out’ on the way
- Friday, 23 August 2024
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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.
Read more ...22% of adults injured last year had no income while sick
- Friday, 23 August 2024
- Articles

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.
Read more ...Planner partners with Tony Adams' mental health support drive
- Friday, 23 August 2024
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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.
Read more ...Advised platforms net sales slump 12% in Q2
- Thursday, 22 August 2024
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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.
Read more ...1 in 5 pensioners set to pay higher rate tax - warning
- Thursday, 22 August 2024
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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.
Read more ...Fairstone buys 2 Planner firms and adds new hub
- Thursday, 22 August 2024
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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.
Read more ...IHT receipts rise to £2.8bn in 4 months
- Wednesday, 21 August 2024
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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.
Read more ...1 in 6 retired people regret poor pension planning
- Wednesday, 21 August 2024
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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.
Read more ...Number paying dividend tax doubles in 3 years
- Wednesday, 21 August 2024
- Articles

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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