Old Mutual Wealth Private Client Advisers has acquired Cheshire-based JW Financial Planning for an undisclosed sum. Two advisers and two support staff will join Old Mutual as part of the deal. JW Financial Planning, which launched in 2006, has more than £100m assets under advice. Old Mutual Wealth Private Client Adviser managing director Nigel Speirs […]
There is an amazing new tax scheme that is said to turn income into capital gains. Better yet, the capital gains are only taxed at 10 per cent because they benefit from entrepreneurs’ relief. The scheme operates like this. You have a company that is currently paying you from its profits and you sell the […]
The hugely successful Jelf Employment Seminars are back. Now in their sixth consecutive year, these fun and informative seminars are a must-attend event for many HR and finance professionals.
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Launches and developments announced at Intelliflo’s recent annual conference cements its place as a major player in the world of adviser software
The Bank of England’s latest financial stability report has warned on the costs of asset management, alongside banking and insurance, rising following the UK’s exit from the EU. The report says: “If asset management were to fragment between the United Kingdom and Europe, material economies of scale and scope that are currently achieved by pooling of funds […]
It is only a few weeks since we woke up to the news of a hung parliament. So what does the political backdrop mean for us? I am not in the business of making predictions but it is important to ask both ourselves and our clients whether the Brexit glass looks half full or half […]