Events - Money Marketing
WEBMoney Marketing events are the industry's premier series, shaping the future of finance. Our diverse formats cater to your needs, empowering individuals and organisations worldwide to tackle ...
Old Mutual Wealth platform rebrands to Quilter - Money Marketing
WEBJun 14, 2021 · The rebranding is a result of Quilter plc separating from Old Mutual plc in June 2018 and listing on the London and Johannesburg stock exchanges. The Quilter investment platform, which has been ...
Isas and inheritance tax - Money Marketing
WEBA typical client example is Peter, a 65-year-old who is concerned about IHT. He has never married and, as his house alone is worth more than £500,000, he expects his daughter will have to pay 40% ...
JP Morgan hires Chancellor’s key adviser as chief market strategist ...
WEBBeth Brearley 11 September 2017. JP Morgan Asset Management has appointed Karen Ward, chair of the council of economic advisers for the Chancellor of the Exchequer, as chief market strategist for ...
Investment platform Wealthify launches instant-access savings …
WEBFeb 13, 2024 · Investment platform Wealthify has teamed up with ClearBank to launch a new instant-access savings account. The account currently offers a competitive variable interest rate of 4.91% annual ...
Wealth manager Atomos acquires two regional advice firms
WEBLois Vallely 19 December 2023. Wealth manager Atomos has announced the acquisition of two advice firms as it looks to grow its regional footprint. Shore Financial Planning and Define Wealth have ...
What to consider when ‘going discretionary’ - Money Marketing
WEBApr 23, 2020 · Discretionary management is a VAT-able service; therefore, even if the firm’s fees remain the same, the cost of the service to the client will be increased by 20 per cent at current rates ...
Reducing the impact of income tax on investment bonds - Money …
WEBSep 29, 2021 · This can result in gains being taxed at rates of up to 45%, losing almost half the ‘profit’. UK-based or onshore investment bonds provide the bondholder with a tax credit of 20% of the gain ...
Advicefront integrates with Intelligent Office - Money Marketing
WEBKatey Pigden 9 January 2020. Adviser tech platform Advicefront has integrated with Intelliflo’s business management software, Intelligent Office. The move has been described as the “latest of ...
Benchmark Capital launches academy for financial planners
WEBLois Vallely 1 February 2022. Benchmark Capital has launched an academy to help build successful careers in financial planning across a range of roles. The overall focus of the Benchmark Academy ...