Latest News

HNW clients ‘increasingly anxious’ as Budget tax rumours swirl


By Jack Gray

High net worth (HNW) clients are increasingly anxious about the future direction of UK tax policy, as speculation intensifies around what could be announced in the Autumn Budget, Rathbones has stated


Highlighted Content

Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


Story 2

Over a third of millionaire private market investors plan to increase exposure

More than one in three (37 per cent) millionaires in the UK that are invested in private markets plan to increase their exposure over the next three years, research from Wealth Club has shown

Story 3

NextWealth publishes results of Advice Tech Stack reviews

NextWealth has published the results of its latest Advice Tech Stack: Adviser Reviews, which asks financial advice professionals to grade each part of their firm’s tech stack

Story 4

People moves: Investment Association, Raymond James, and EV

The latest appointments in the wealth management industry

Story 2

Almost half of UK adults would support introduction of wealth tax at Budget

Over two in five (44 per cent) people in the UK would support the introduction of a wealth tax as a percentage of total assets, while only 23 per cent of people are against it, research from AJ Bell has found

Story 3

Financial advice ‘more important than ever’ amid lack of retirement confidence

Financial advice and education are “more important than ever” as investors lack confidence about retirement and their long-term financial security, a study from Amundi has found

Story 4

Invesco launches behavioural intelligence tool for wealth platforms

Invesco has launched its behavioural intelligence platform technology, Personalised Investor Engine (PIE), which has been designed to support banks and wealth platforms with turning more savers into long-term investors

People moves: FNZ, Wealth at Work, and Ogier Global

The latest appointments in the wealth management industry

Pensions IHT plans risk creating probate 'catch-22'

Proposed changes to the inheritance tax (IHT) treatment of pensions could leave bereaved families unable to access pension funds needed to pay tax before probate is granted, the Society of Trust and Estate Practitioners (STEP) has warned
HNW entrepreneurs’ optimism set to drive $367bn in AI investments

Global high net worth (HNW) entrepreneurs are planning to increase their investment in artificial intelligence (AI) for their primary businesses, amid expectations that the technology will unlock new opportunities for growth, according to a report from HSBC Private Bank

Royal London launches estate and inheritance planning framework

Royal London has launched an estate and inheritance planning framework designed to support adviser firms with preparations for the upcoming changes to inheritance tax (IHT) and personal representative responsibilities from April 2027

View More News

Check out our latest appointments


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


© 2019 Perspective Publishing     Privacy & Cookies