HMRC is to change the wording of one of its new tax forms for people reclaiming overpaid tax on pension withdrawals, after confusion over who could use it. Form 55 is to be updated because it currently implies it should only be used if “you’ve only taken one payment and do not intend to take […]
Jelf, an independent full-service UK-based brokerage that supports businesses and individuals, has announced its interim results.
Adviser consolidation firm Bellpenny has completed two further IFA acquisitions for an undisclosed sum. The deals, for Caledonia Edinburgh Limited and Midlands-based firm Rawson Steele IFA, add £84m in funds under management to Bellpenny. The business as a whole is now responsible for over £3bn in investor funds. Caledonia Edinburgh adviser Lynn Healy will transfer […]
Annuity rates at lowest level for at least two years.
RLAM is committed to being a responsible investor. Our quarterly newsletter, Responsibility Matters, explores key environmental, governance and social (ESG) themes. This quarter’s issue covers green bonds and sustainable agriculture, with articles from Head of Sustainable Investments Mike Fox and Sustainable Investment Analysts Gail Counihan and Victoria McArdle. Read the articles here Past performance is […]
- Top trends
News and expert analysis straight to your inboxSign up