Who are Britain's top 20 financial advisers? - FTAdviser
Sep 25, 2024 · Britain's top 100 Financial Advisers have been revealed, with Scottish firm Johnston Carmichael taking the trophy for the third year in a row.
Budget 2024: Business property relief halved on Aim shares
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 …
FT Adviser
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Has the Budget changed the outlook for gilts? - FTAdviser
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 …
True Potential's Daniel Harrison resigns as CEO - FTAdviser
Oct 3, 2024 · 1997: David Harrison founds Positive Solutions. 2003: David Harrison sells Positive Solutions to Aegon for £130mn 2007: David Harrison founds True Potential, along with ex …
Budget 2024: Isa subscription limits frozen until 2030
Oct 30, 2024 · In the Autumn Budget today (October 30), it was revealed that the limit will remain at £20,000 for Isas, £4,000 for Lifetime Isas and £9,000 for Junior Isas and Child Trust Funds.
Close Brothers to sell asset management arm to Oaktree
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 …
SJP clients face £3mn bill for funds they are locked into
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.
More than a quarter of SJP's funds do not deliver value
Sep 27, 2024 · However SJP said that following management changes made in 2022, the fund is well-positioned to deliver value over the next five years. Meanwhile the SJP Global Quality …
Government finally preparing to fix lifetime allowance errors
Oct 8, 2024 · scheme specific tax-free cash protection (that is people who had the right to take more than 25 per cent tax free cash as at 5/4/2006); a transfer of a case with enhanced …