Meg Bratley
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Ascot Lloyd strengthens management team with two board appointments
Ascot Lloyd, one of the UK’s largest and fastest growing independently owned IFA firms, announces the appointments of Christian Burgess as Chief…
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Bereaved families pay record inheritance tax due to threshold freeze
Rachael Griffin, tax and financial planning expert at Quilter, comments on the latest HMRC figures and how frozen inheritance tax is affecting…
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Is there finally wiggle room for pre-election tax cuts?
Danni Hewson, head of financial analysis at AJ Bell, comments on the latest public sector finances: “It’s by no means time to rush to…
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JM Finn organises rowing challenge in Bristol in support of the Ace of Blades all-female rowing team
JM Finn are very proud to sponsor The Ace of Blades, who are an all-female rowing team taking part in the Atlantic…
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Inheritance Tax Receipts up 10% year-on-year, but could people be overpaying?
Inheritance tax receipts hit £2.6 billion from April to July 2023, according to data released by HMRCtoday. This is £237 million, or 10%, higher than…
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Hampshire Trust Bank cuts buy-to-let five-year fixed rates by up to 70 basis points
Hampshire Trust Bank (HTB) has made enhancements to its specialist buy-to-let and semi-commercial mortgage offering with reductions to its five-year fixed rates.…
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Behavioural investment study from Oxford Risk highlights significant differences between men and women investors
Men on average are likely to be more confident investors, but more prone to placing too much faith in their expertise and…
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Momentum Global Investment Management – Decision time
By Alex Harvey, CFA, Senior Portfolio Manager & Investment Strategist at Momentum Global Investment Management I was recently presented with a looming…
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RBCWM Analysis – Diverging monetary policy: Different strokes for different folks
By Frédérique Carrier, Head of Investment Strategy for RBC Wealth Management in the British Isles and Asia As central banks make strides…
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CII launch two leadership focused training programmes
Today, the Chartered Insurance Institute (CII) announces the launch of two new, leadership focused training programmes. Starting this October, Building a World Class…
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