2+ week, 5+ day ago   (266+ words) By Beth Brearley, 24 Aug 26 american flag waving blue sky French wealth manager Levitt Capital Management – which provides services for US citizens living in Europe – has opened its first New York office. The firm’s New York office in the Rockefeller Center…...

3+ week, 3+ day ago   (401+ words) By Laura Purkess, 19 Aug 26 The critical earnings figure used to calculate the triple lock is the May-July data, which will be published next month The UK’s state pension is on course for an inflation-beating £500 annual increase next April, meaning the…...

1+ mon, 1+ week ago   (339+ words) By Laura Purkess, 3 Aug 26 Blank UK tax form with analysis and calculator in the office The number of people who breached their pension annual allowance rose sharply last year, despite the standard allowance having been increased to £60,000 from £40,000 in 2023. HM…...

1+ mon, 1+ week ago   (475+ words) By Sam Instone, 31 Jul 26 Why Your Clients Are Chasing the Wrong Retirement Number Most clients approaching retirement are measuring themselves against a number. The question they’re really asking is whether they’ve done enough. The number rarely answers it. After two…...

1+ mon, 1+ week ago   (338+ words) By Beth Brearley, 30 Jul 26 IHT liabilities hit another record high reaching £7.03bn Industry experts have voiced their concerns over HMRC’s latest statistics showing the amount raised by inheritance tax (IHT) hit another record high in 2023-24, rising 5% to £7.03bn. This £0.33bn increase is partly…...

1+ mon, 1+ week ago   (354+ words) By Beth Brearley, 30 Jul 26 Caters to the cross-border financial needs of globally mobile families Lighthouse Canton has launched a wealth management platform catering to the cross-border financial needs of non-resident Indians (NRIs) and overseas investors. The Singapore-based investment firm highlighted…...

1+ mon, 2+ week ago   (304+ words) By Beth Brearley, 27 Jul 26 Service launched through its online UK Personal Investor platform Vanguard has launched a targeted support service for first-time investors through its online UK Personal Investor platform. The service provides new clients with straightforward guidance and investment…...

1+ mon, 3+ week ago   (247+ words) By Laura Purkess, 22 Jul 26 A survey by DeVere found that 55% of its clients said they would accept the role of AI if a person was still making the final call More than half of people getting financial advice will accept…...

1+ mon, 3+ week ago   (326+ words) By Gary Robinson, 16 Jul 26 SPP welcomes plans for simpler pension transfers but warns they are “unlikely to work as intended in practice” The Society of Pension Professionals (SPP) has warned that new UK government measures designed to protect savers from…...

2+ mon, 3+ day ago   (236+ words) By Beth Brearley, 9 Jul 26 In response to tax rises on investments New research from Chesnara Life (UK) shows 43% of advisers have increased their usage of onshore investment bonds with clients in response to tax rises on investments. For 36% of advisers,…...