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2 weeks ago | 
moneymarketing.co.uk | Darius McQuaid |Catriona Standingford |Simon Collins |Simon Evans
Nine-tenths (90%) of financial advisers believe more clients now require inheritance tax (IHT) planning following the Autumn Budget last year (2024). This is according to a survey of advisers conducted by Triple Point and Research in Finance, with a further 93% pointing out the Budget directly impacted the advice they provide.
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3 weeks ago | 
moneymarketing.co.uk | Paul Morrish |Catriona Standingford |Darius McQuaid
This month has seen both International Women’s Day and Mother’s Day. These dates have coincided with period of personal reflection on the influence of key females in my life, and a fresh realisation that women have been there at all the key moments. When I was a young youth leader, a much older and wiser head spoke one line that shaped a lot of my subsequent outlook. ‘Dave’ affirmed that “we all need a significant other adult”.
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3 weeks ago | 
moneymarketing.co.uk | Darius McQuaid |Kimberley Dondo |Catriona Standingford |Dan Cooper
Good morning and welcome to your Morning Briefing for Monday 31 March 2025. To get this in your inbox every morning click here. Evelyn Partners to complete the sale of professional services businessEvelyn Partners will today complete the sale of its professional services business to funds advised by Apax Partners. This follows the binding agreement reached on 25 November 2024. This transaction results in two standalone businesses: Evelyn Partners and S&W, a UK professional services firms.
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4 weeks ago | 
moneymarketing.co.uk | Catriona Standingford |Kimberley Dondo |Momodou Musa Touray |Dan Cooper
Register Today News and analysis delivered directly to your inboxSign up today to receive our range of news alerts including Morning News, the Daily Briefing and Latest News. Money Marketing EventsBe the first to hear about our industry-leading annual conferences and events, including the Money Marketing Awards and Money Marketing Interactive Leeds and London. Have your sayOnly registered users can post comments. As the voice of the adviser community, our content generates robust debate.
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Dec 9, 2024 | 
moneymarketing.co.uk | Rachel Vahey |Catriona Standingford |Danby Bloch
With a new government intent on raising taxes, the industry anticipated there would be changes to pensions within the Budget, and that proved true with the announcement that, from April 2027, pensions will fall into the inheritance tax (IHT) net. Since 2015, the tax treatment on pensions on death has been especially generous, and even more so since the lifetime allowance was abolished.
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Dec 5, 2024 | 
moneymarketing.co.uk | Catriona Standingford |Danby Bloch |Nita Patel
Financial advisers are increasingly concerned about losing assets as a result of the great wealth transfer, but many are not doing enough to attract the next generation of clients, Schroders has warned. In its latest UK financial adviser survey, the firm found 62% of respondents are concerned about the impact that wealth transferring between generations could have on their business.
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Dec 4, 2024 | 
moneymarketing.co.uk | Catriona Standingford |Victoria Ross
We spend a lot of time focusing on celebrating when someone passes their financial services exams – and rightfully so. But what about when someone doesn’t pass? In today’s world where social media is flooded with success stories, it can seem like everyone is succeeding except you. But rest assured, that’s not the case. Here, I want to look at ways candidates can use their exam experiences for positive outcomes in the future. The first thing to say is don’t beat yourself up.
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Sep 5, 2024 | 
moneymarketing.co.uk | Adrian Boulding |Catriona Standingford |Momodou Musa Touray
Abrdn Adviser has appointed Louise Williams to the role of chief financial officer (CFO). The role will be a key part of the Adviser business leadership team, led by chief executive Noel Butwell. Williams is currently group finance director at Quilter. She will take up the new role at Abrdn in January 2025. She brings extensive experience as a senior executive, with a focus on change, transformation, and robust financial governance.
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Sep 4, 2024 | 
moneymarketing.co.uk | Momodou Musa Touray |Catriona Standingford
M&G has confirmed it will exit the platform market as part of its simplification plans, it said in its half-year results today (4 September). In May 2020, M&G announced plans to . It was in March 2021. In its results, the business said its platform and advice businesses had made losses of £9m, compared with £19m the previous year.
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Sep 3, 2024 | 
moneymarketing.co.uk | Tom Browne |Kimberley Dondo |Catriona Standingford |Nita Patel
Good morning and welcome to your Morning Briefing for Tuesday 3 September 2024. To get this in your inbox every morning click here. Wealth managers forecast client growth of more than 20%Wealth managers and financial advisers are anticipating significant growth in their client base over the next three years, according to new global research by Ortec Finance.
