Non-UK portfolio service launched for resident non-doms
Automation cuts admin for clients and their tax advisers
Author: Will Grahame-Clarke
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SJP has no plans to shake up adviser training
But FCA and CII refresher for financial advisers not rejected by the wealth manager
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Expat pensions will need ‘goodwill’ in no-deal Brexit
Brexit secretary pleads with Brussels to allow existing contracts to carry on
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SJP chair steps down
St James’s Place (SJP) has announced its chair and director of the company Sarah Bates is retiring and will be replaced by a senior independent director, as the company implements its updated succession plan.
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Parmenion and Sanlam launch onshore bond
Discretionary fund manager and platform provider Parmenion has partnered with Sanlam to launch an open-architecture onshore bond.
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Disgraced adviser admits perverting course of justice
A financial adviser who funded a lavish lifestyle from investments in an unauthorised collective investment scheme has admitted perverting the course of justice.
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Pension freedoms behind wave of ‘silver splitters’
Although divorce can cut a swathe through your retirement plans, pension freedoms are thought to have embolden some to make the leap into a single life, research from Prudential has revealed.
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Researchers launch IHT portfolio index
Portfolios targeting inheritance tax mitigation have a new benchmark.
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Platforms are dead, says The Lang Cat boss
Platforms have spurned the gift of the retail distribution review (RDR) and are dead, according to Mark Polson, founder of financial services consultancy The Lang Cat.
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Three tips for navigating market volatility
Advisers were on red alert last week after market volatility once again reared its ugly head, but what should they be telling clients?
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Savers snared in £300m business tax
A UK budget measure aimed at corporates will eat into people’s savings, a government letter has revealed.
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European Wealth snaps up $1.7bn broker
Guernsey-based European Wealth, an integrated wealth management group, is to acquire a US broker network with $1.7bn (£1.29bn) assets under management and re-brand itself.