News
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About a million families are missing out on £1.8 billion of Pension Credit each year
Pensioners with the smallest income in retirement are receiving the least in State Benefits, across nearly all types of cash benefits, new…
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Succession Wealth launches advice arm for sports and entertainment professionals
Succession Wealth announced today the launch of ‘Succession Sports & Entertainment’, a specialist Wealth Planning advice arm to serve and educate professionals…
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LGIM launches Global Thematic Fund
The new fund provides diversified access to multiple long-term themes Legal & General Investment Management (LGIM) has today announced the launch of…
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What is stopping clients adopting wealth transfer strategies?
A long standing subject for debate amongst advisers has been why do so many families leave in-life wealth transfer so late? New…
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Bitcoin sell-off “a reminder that it’s highly speculative” as price tumbles below $50,000 – Willis Owen’s Lowcock
In response to the news that the price of bitcoin has plummeted below $50,000, Adrian Lowcock, Head of Personal Investing at Willis…
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Tax revenue down for the first time since 2008 financial crash
HMRC release tax collection statistics for March and for the 2020/21 tax year today, revealing the first fall since the financial crisis…
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US climate pledge could bring spectacular changes, but regulatory agencies key to green transition
By Gilles Moëc, Chief Economist at AXA Investment Managers The US clearly wants to assert some leadership on the green transition,…
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Par Equity steps up investment activity across the North of the UK
Par Equity is celebrating a record-breaking year despite the challenges inflicted by Covid-19 on much of the economy. Par deployed more than…
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Pension websites fall short at customer education
Financial service providers’ websites are failing to help the sector address one of its biggest challenges according to the Head of Marketing…
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Family offices are realising money does grow on trees
By Michael Ackerman, CEO of EcoForests Asset Management The world’s wealthiest individuals are estimated to collectively transfer more than $15trn to…
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