Investment management specialist Marlborough has appointed Dom Clarke as CEO to continue to drive forward the company’s ambitious growth strategy. Clarke has held senior roles at the Marlborough Group ...

The Financial Conduct Authority (FCA) is set to force workplace pension schemes to publish their investment returns, including forward-looking projections, under a new 'value for money' framework, ...

In this article, James Woodfall says financial advisers must blend emotional intelligence with clear communication to effectively support clients through uncertainty surrounding the 2025 Budget, ...

Brooks Macdonald has announced it is bringing together its Distribution and Investment Management functions, resulting in a restructure of the firm's senior leadership team. The firm said the ...

Tens of thousands more families are set to pay the high income child benefit charge (HICBC) over the next three years, new figures have revealed. HMRC’s official forecasts show that the number of ...

The number of people receiving end year tax demands from HMRC in the UK has soared over the past few years, new data shows. A freedom of information (FOI) request by Steve Webb, former pensions ...

The moves, while mostly promotions from within the company, sees a real change at the top level management within the firm ...

Digital wealth manager Moneyfarm has raised £44.1m ($59.5m, €52.8m) in its latest funding round. The capital increase was led by M&G and included postal service provider Poste Italiane, which has been ...

UK wealth management and financial planning group Succession Wealth has bought Edinburgh-based IFA business Spence & Spence for an undisclosed sum. The deal is subject to regulatory approval. Founded ...

The companies behind the high-profile Ingenious film and video game tax schemes have not been granted permission to take their legal fight forward in the UK. According to court documents, Ingenious ...

Swiss banking giant Credit Suisse is unifying its wealth management operations into a single global division. This is part of the bank’s plan to revamp its business structure and divert away from ...

Wealthy individuals are leaving the UK and relocating to Italy since the Labour Party announced plans to abolish the non-dom regime, says Nicola Saccardo, partner and Italian tax expert at ...