Jenny Hunter
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Cheers to a New Year…2024 here we come!
Well, what a year it has been. If we look back on the year that has been we have had bank failures,…
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Merry Christmas…everyone!
This time of year always seems to lend itself to a lot of reflection and gratitude. It’s safe to say it has…
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Interpol Red Notices: How a tool for international cooperation is being exploited to target High Net Worth Individuals
In today’s interconnected world marked by globalization and heightened international cooperation, High Net Worth Individuals (HNWIs) and their advisors are facing an…
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FCA proposes to ‘close the advice gap’: analysis and reactions
In an attempt to provide greater support for people’s financial decisions, the Financial Conduct Authority (FCA) and the Government are proposing multiple…
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Who knows what will happen in 2024?
With so many converging themes due to affect financial services in 2024 and Christmas and the end of 2023 approaching fast, it…
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The Autumn Statement: what was all the fuss about?
Leading up to the Autumn Statement in November, everyone was geared up for impactful and dramatic changes, especially around the big hitters…
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Income tax or national insurance cuts leaked as ‘on the table’ ahead of the Autumn Statement
New ‘leaks’ have emerged ahead of the Chancellor of the Exchequer’s watershed fiscal statement on Wednesday, with reports now suggesting that, alongside…
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Would an IHT cut be bad for the AIM market?
Many AIM shares are free from inheritance tax (IHT) if held for two years, but a cut in IHT could significantly reduce…
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FCA finds further work required to fully embed ‘Guiding Principles’ for ESG and sustainable investment funds
A review by the Financial Conduct Authority (FCA) has found that while most Authorised Fund Managers (AFMs) have made efforts to comply…
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IA and Thinking Ahead Institute publish benchmark report on EDI in UK’s investment management industry
The Investment Association (IA), alongside WTW’s Thinking Ahead Institute, has today published an industry-wide data report on equity, diversity and inclusion (EDI)…
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