News
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Advice firms to benefit from blending the best of tech with the best of human advice | Ten Year Retrospective from Faith Liversedge
Part of our series of articles celebrating IFA Magazine’s ten year anniversary, IFA Magazine columnist and marketing expert, Faith Liversedge reflects on the…
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New report sends 77 dismally performing funds worth £29.5 billion to the kennel of shame
Bestinvest, the online investment service, will this weekend publish the latest edition of its iconic Spot the Dog report, which has been…
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Kingswood comments on ongoing increase of IHT receipts
Commenting on the ongoing increase of IHT receipts, Ketan Patel, Vice President – Wealth Planning at Kingswood said: “IHT receipts have reached…
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Seneca Partners invests £1.2m into biotech start-up SolasCure
Seneca Partners (Seneca), the specialist SME investment business based in the North West, has invested £1.2m into biotech company, SolasCure to support…
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Brilliant results achieved by school and college students sitting CISI qualifications this academic year
This year saw 20 schools and colleges offer CISI qualifications to over 300 students, with half of the schools and colleges achieving…
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Sparrows Capital and Hubwise join forces for SCore MPS
Sparrows Capital has partnered with Hubwise to offer the SCore range of model portfolios. Both Sparrows and Hubwise offer transparent and disruptive…
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Octopus Investments launches £30 million joint fundraise for its AIM VCTs
Octopus Investments, part of Octopus Group and the largest provider of venture capital trusts (VCTs) in the UK, has today announced the…
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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 £2.1 billion – £0.5…
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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 JM Finn, highlights three…
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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 based on a set…
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