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Novia and Wealthtime to be unified under Wealthtime group brand
Anacap-owned platforms Novia and Wealthtime are to be unified under a single group brand Wealthtime. The decision to rebrand is the final…
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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 tax relief.…
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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,…
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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 important and…
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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…
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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 careers in…
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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…
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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 in Q1…
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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…
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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 on inheritance tax receipts…
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