Families in the United Kingdom paid £315m in inheritance tax (IHT) on gifts in the past year, according to TWM Solicitors.

Marlborough has hired a trio of investment managers to expands its Personal Portfolio service.

The Financial Conduct Authority (FCA) has launched a consultation into how fair redemption terms work for funds that invest ...

Financial advice software specialist Intelliflo has acquired Mabel Insights. The deal brings Mabel’s research, portfolio ...

Financial advisers are optimistic about growing assets under management (AUM), despite concerns including the conflict in the Middle East, geopolitical realignment and interest rate uncertainty, ...

Assets within discretionary MPS are expected to pass the £200bn mark, having surged 32% to £190bn in the 12 months to Q3 2023, according to a new NextWealth report. According to NextWealth’s MPS ...

The industry often equates more information with better advice. But in reality, more is not always better ...

The Fed is being forced to defend its credibility using policy tools that may do little to address the real sources of price ...

The new tax, in the French government’s draft Finance Bill 2018 dubbed IFI (impôt sur la fortune immobilière), is the culmination of a presidential election pledge made by Emmanuel Macron. When it ...

The US Securities and Exchange Commission (SEC) charged Joseph Meli and Matthew Harriton with defrauding investors by telling them their money would be pooled to buy large blocks of tickets that would ...

Financial firms should get ready to capture opportunities in the Greater Bay Area (GBA) as investors in China have expressed considerable interest in cross-boundary wealth management products, ...

London-based boutique wealth manager MKC Wealth has merged with financial advice firm Face to Face Finance for an undisclosed sum, it was announced on Linkedin last Friday (24 November). Face to Face ...