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New data reveals soaring Inheritance Tax receipts
New data out today from HMRC shows that Inheritance Tax (IHT) receipts for April to July 2021 were…
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The world of wealth management: Three themes that have defined the decade | Ten Year Retrospective from JM Finn’s Freddie Woodhead
Part of our series of retrospective blogs celebrating IFA Magazine’s ten year anniversary, Freddie Woodhead, Investment manager at…
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UK retail sales unexpectedly fall in July
UK retail sales unexpectedly fell in July as people spent less on groceries and more on going out…
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Friday newspaper round-up: Facebook, Morrisons, Ultra Electronics, Vectura
The Federal Trade Commission on Thursday refiled its antitrust case against Facebook, arguing the company holds monopoly power…
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RBC’s ‘Sustainability Profile’ – a new client reporting tool
RBC Wealth Management has introduced a new reporting feature to analyse the sustainability credentials of client investment portfolios…
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Investec Wealth & Investment makes CIO appointment
Investec Wealth & Investment UK (IW&I) has announced the appointment of Stacey Parrinder-Johnson as Chief Investment Officer (CIO).…
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Earnings calls are finally catching up with demand for ESG
By Alex Ions, Head of Alternative Data Research, and Euan Mackay, Research Analyst, at AXA Investment Managers Rosenberg…
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4 in 5 advisers go beyond strict ‘money matters’ to ask clients about meaning, purpose and happiness
Aegon research highlights that the majority of advisers go beyond dealing with pure financial matters with their retirement…
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Post-Covid UK recovery is sending growth to the regions
The Post-Covid economic recovery in the UK is being channelled towards regional cities, says Martha Peyton, managing director…
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Competition Appeal Tribunal approves £10bn class action against Mastercard
The Competition Appeal Tribunal has approved a £10.0bn class action against Mastercard that could entitle 46.0m British adults…
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