SJP clients face £3mn bill for funds they are locked into
2024年12月3日 · Clients in St James’s Place property funds are paying total fees of around £3mn per month, with them unable to exit these funds for up to two years.
Budget 2024: Business property relief halved on Aim shares
2024年10月30日 · HM Treasury, in its official statement, said the changes will impact around 0.3 per cent of all estates in the UK. Ken Wotton, managing director, public equity at Gresham House said: "While we are ...
An IFA’s Guide to Professional Indemnity Insurance
2024年12月31日 · The Financial Conduct Authority (FCA) lists Professional Indemnity Insurance as a mandatory requirement for Independent Financial Advisers (IFAs). This guide answers your questions on Professional ...
The regulation outlook for 2025 - FTAdviser
2025年1月6日 · The FCA published an initial call for evidence in 2024 and more activity will take place in 2025. While conceptually most firms welcome the removal of much of the prescription within the current ...
FT Adviser
FT Adviser is an all-encompassing website dedicated to the financial adviser and financial planner market covering investments, mortgages, pensions, insurance, regulation and other key issues ...
Close Brothers to sell asset management arm to Oaktree
2024年9月19日 · The sale of Close Brothers Asset Management is expected to strengthen the group's capital base. It intends to keep all upfront cash proceeds from the sale, worth around £172mn.
Baillie Gifford hits back at Saba takeover which ‘lacks details’
2025年1月6日 · The board of Baillie Gifford’s US growth trust has unanimously recommended shareholders vote against a takeover by US hedge fund Saba Capital.
Budget 2024: Isa subscription limits frozen until 2030
2024年10月30日 · In the Autumn Budget today (October 30), it was revealed that the limit will remain at £20,000 for Isas, £4,000 for Lifetime Isas and £9,000 for Junior Isas and Child Trust Funds.
Understanding the main exemptions and reliefs from inheritance tax
2025年1月2日 · About £5.5tn will be passed down from one generation to the next by 2050, a truly significant sum. As a result, the Office for Budget Responsibility has forecast that IHT will raise £7.5bn in ...
Has the Budget changed the outlook for gilts? - FTAdviser
2024年11月1日 · Indeed, the US 10-year Treasury yield rose by 20 basis points the day after Reeves' Budget, as positive economic data in the US cast doubt on a thesis that dominated markets for much of 2024, that ...