Quilter may have to pay out as part of FCA ongoing charges
Mar 6, 2024 · Overall, assets under management and administration ended 2023 at £103.4bn, compared with £96.2bn at the end of 2022. The firm also said cost savings of £45mn were completed at the end of 2023 ...
SJP clients face £3mn bill for funds they are locked into
Dec 3, 2024 · 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
Oct 30, 2024 · 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 ...
Who are Britain's top 20 financial advisers? - FTAdviser
Sep 25, 2024 · Britain's top 100 Financial Advisers have been revealed, with Scottish firm Johnston Carmichael taking the trophy for the third year in a row.
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 ...
Budget 2024: Isa subscription limits frozen until 2030
Oct 30, 2024 · 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.
Budget 2024: 'Some relief' for business owners - FTAdviser
Oct 31, 2024 · Ifty Nasir, founder of sharetech platform Vestd, told FT Adviser: "Founders and business owners will be relieved to hear the chancellor’s continued support for the BADR, which is vital for ...
Vanguard introduces £4 monthly fee ‘to meet rising costs’
Dec 13, 2024 · From January 31, the charges will apply to clients who self manage their stocks and shares Isa, general account or personal pensions. Currently, clients pay 0.15 per cent on any balance, capped at ...
FT Adviser
FTAdviser.com is an all-encompassing website dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues shaping the industry
Has the Budget changed the outlook for gilts? - FTAdviser
Nov 1, 2024 · 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 ...