Dec 3, 2024 · Clients in St James’s Place property funds are paying total fees of around £3mn per month, with them unable to exit these funds for up to two years.

Jan 6, 2025 · The FCA published an initial call for evidence in 2024 and more activity will take place in 2025. While conceptually most firms welcome the removal of much of the prescription within the current ...

Sep 29, 2023 · Consumer Duty has been one of the most important challenges and opportunities that advice firms have had to tackle in 2023, according to some of the companies in this year's FTAdviser Top 100 ...

Jan 2, 2025 · The government’s proposal to bring unspent pensions into inheritance tax will be a huge change and could upend many aspects of financial planning, according to industry experts.

Oct 31, 2024 · Ifty Nasir, founder of sharetech platform Vestd, told FT Adviser: "Founders and business owners will be relieved to hear the chancellor’s continued support for the BADR, which is vital for ...

Jan 2, 2025 · About £5.5tn will be passed down from one generation to the next by 2050, a truly significant sum. As a result, the Office for Budget Responsibility has forecast that IHT will raise £7.5bn in ...

Sep 19, 2024 · The sale of Close Brothers Asset Management is expected to strengthen the group's capital base. It intends to keep all upfront cash proceeds from the sale, worth around £172mn.

Nov 1, 2024 · Indeed, the US 10-year Treasury yield rose by 20 basis points the day after Reeves' Budget, as positive economic data in the US cast doubt on a thesis that dominated markets for much of 2024, that ...

Dec 12, 2024 · The group doubled data centre sales revenue and operating profit, while returning $11.2bn (£8.7bn) to shareholders over the quarter, mostly through buybacks.

Oct 30, 2024 · HM Treasury, in its official statement, said the changes will impact around 0.3 per cent of all estates in the UK. Ken Wotton, managing director, public equity at Gresham House said: "While we are ...