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Brewin profits jump as new advisers targeted

Discretionary fund manager Brewin Dolphin has recorded another £38m in profits for the first half of the year, despite a drop in assets under management. The DFM blames “lower investment returns” for a slight fall in total assets from £40.1bn to £39.7bn. However, profits were up 20 per cent, as net inflows from advisers reached £900m […]

Ian Taylor Transact 440

Transact reports record inflows as assets near £30bn

Platform Transact has reported record first half inflows in its first trading statement since floating. The platform’s parent company IntegraFin listed on the London Stock Exchange in March with a £650m valuation. In an H1 update today, the company says funds under direction at the end of the six-month period to 31 March were £29.8bn, […]

CGT entrepreneurs' relief

Entrepreneurs’ relief is due, subject to meeting certain conditions, in respect of capital gains arising on ‘material disposals of business assets’. These ‘business assets’ include: Read more

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