Jacqueline Wilson
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Supporting Growth In The Creative Industries | GBI 14 | April 2019
And here we are again. I suspect we all hoped that the Brexit situation would be at least a bit clearer by…
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Cowgills Wealth launches in Ilkley
The former Jacobs Financial Services in Ilkley, West Yorkshire, has been rebranded and relaunched as Cowgills Wealth. Jacobs Financial Services was acquired…
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SimplyBiz Group acquires Defaqto for £74.3m
The SimplyBiz Group has acquired Regulus Topco, owner of Defaqto, for £74.3m. The company also announced a conditional institutional placing at 180p…
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Standard Life Aberdeen wins dispute with Lloyds Banking Group/Scottish Widows
Standard Life Aberdeen has won its dispute with Lloyds Banking Group/Scottish Widows (LBG). An arbitration panel has ruled that LBG was not entitled…
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Sheraton Financial Planning becomes CISI Accredited Financial Planning Firm
The Chartered Institute for Securities & Investment broke the news that Sheraton Financial Planning based in Fareham, Hampshire, has become a CISI…
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FCA Platform Market Study – comment
Today the FCA has released the Investment Platforms Market Study, Final Report. Here is some of the feedback coming into the IFA…
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Spring Statement: comment
Philip Smeaton, chief investment officer, Sanlam UK: “Today’s Spring Statement was little more than a blip on the political radar. Squeezed in-between…
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EIS – Last chance to ‘carry back’ to 2017/18
As we approach the end of the tax year, access to the carry back facility is often a key consideration for advisers…
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Kingswood expands services
Kingswood, the AIM listed integrated wealth management group, has added to its services. The new offering includes personal taxation, SME and corporate finance…
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IFAs might be underestimating appetite for investments that balance growth and positive environmental impact
Almost half of British adults want their IFA to recommend products that balance growth and positive impact on the environment, compared with…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
