SJP clients face £3mn bill for funds they are locked into
2024年12月3日 · 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.
The regulation outlook for 2025 - FTAdviser
2025年1月6日 · 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 ...
Trump’s policies and global trends set the stage for 2025 markets
2024年12月18日 · Meanwhile, geopolitical factors, including US trade policies under President Trump and tensions with China, are set to heavily influence global investment strategies.
FT Adviser
FT Adviser is an all-encompassing website dedicated to the financial adviser and financial planner market covering investments, mortgages, pensions, insurance, regulation and other key issues ...
Understanding the main exemptions and reliefs from inheritance tax
2025年1月2日 · 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 ...
In Focus: Home ownership - FT Adviser
2025年1月6日 · FT Adviser provides its readers of financial advisers and financial planners with industry and regulatory updates and CPD on all the key developments in the world of pensions, including defined ...
Budget 2024: Business property relief halved on Aim shares
2024年10月30日 · 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 ...
Who are Britain's top 20 financial advisers? - FTAdviser
2024年9月25日 · Britain's top 100 Financial Advisers have been revealed, with Scottish firm Johnston Carmichael taking the trophy for the third year in a row.
Who are the FTAdviser Top 20 Financial Advice Firms this year?
2023年9月29日 · 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 ...
Baillie Gifford hits back at Saba takeover which ‘lacks details’
2025年1月6日 · The board of Baillie Gifford’s US growth trust has unanimously recommended shareholders vote against a takeover by US hedge fund Saba Capital. The company’s non-executive chair, Tom Burnet ...