Gilson Gray Financial Management, the financial services arm of full-service legal firm Gilson Gray, has acquired North Berwick-based Wallace Financial Planning in a seven-figure deal. The acquisition is the first step in GGFM’s growth strategy and increases its...
News
Invesco: 10 things to watch in global markets and what lies ahead for the next British PM
1. Inflation  The US Consumer Price Index (CPI) will be released this week, and expectations are for a 1.1% month-over-month increase in headline CPI.1 That would be a whopper, following a 1% month-over-month increase from the previous month. So how would stocks react...
With the honeymoon period for responsible investing fading how can investors play a role in climate transition? – CAMRADATA
CAMRADATA’s latest whitepaper, Climate Transition warns that the uncertainty surrounding climate change can get lost in the constant references to a 1.5°C rise in average global temperatures. It explores the complications of climate transition and asks how investors...
Leadership race tax cut plans could stoke inflation & prompt further rate hikes – Laith Khalaf
Tax cuts could stoke inflation and force the Bank of England to hike rates more aggressively. Income tax is particularly difficult to tamper with and cut may be hard to reverse. Consumers could find any tax windfall eaten up by higher mortgage payments. Laith Khalaf,...
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Curtis Banks comments on the latest parliamentary research briefing on the reform of pension tax relief
Jessica List, Pensions Technical Manager at Curtis Banks, comments on the latest parliamentary research briefing on the reform of pension...
Top 10 stories to remember after an eventful first quarter
After an exceptional 2021, the first quarter of 2022 has been an emotional and difficult one for investors. Russia’s invasion of Ukraine,...
Phoenix Insights response to the DWP’s State Pension Age Independent Review
Catherine Foot, Director of longevity think tank Phoenix Insights, part of Phoenix Group, comments: “The state pension is a hugely...
Don’t let the Chancellor’s political woes deter you from seeking the best for your non-dom clients – Paul Fairbairn
The publicity around Ms Murthy’s status as a ‘non-dom’ has once again shone a light on the tax treatment of non-doms. Despite the media...
Benchmark Academy delivers on aim to build next generation of Chartered Financial Planners
Benchmark Capital launched the Benchmark Academy in January 2022. The Academy is a dedicated resource which will help build successful...
Why the recent Philip v Barclays Bank CoP judgment has consequences for IFAs – legal commentary
The Court of Appeal’s decision in Philip v Barclays Bank is one which all financial advisers should note with interest. The case concerned...
CEO at Key Later Life Finance comments on Equity Release Council Q1 2022 market statistics
Will Hale, CEO at Key Later Life Finance, said: “Today’s figures from the Equity Release Council (ERC) reporting £1.53 billion of lending...
IHT receipts show year-on-year rise of £0.7bn
New HMRC data out today shows that IHT receipts for April 2021 to March 2022 were £6.1 billion - £0.7 billion higher than the same period...
SJP’s Tony Wickenden discuses HMRC’s latest inheritance tax receipts
Tony Wickenden, managing director of Technical Connection, SJP comments on HMRC’s latest inheritance tax receipts: “The latest HMRC stats...
Perspective acquires £50m AUM firm in Huntingdon
Perspective Financial Group Ltd (Perspective) has acquired Ramsey Financial (Cambs) Ltd based in Huntingdon, Cambridgeshire, which has...
M&G Wealth adds to model portfolio rangeÂ
M&G Wealth has added a new range of six model portfolios focused on investing globally and incorporating environmental, social and...
JM Finn partners with Affordable Art Fair May 5-8Â
Wealth Manager JM Finn has announced today that it will again be supporting the Affordable Art Fair in 2022, as Lead Partner of Hampstead...
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