JTC announces leadership changes in Luxembourg to drive ‘next phase of growth’

Global professional servies group JTC Group has made leadership changes within its Luxembourg office, it confirmed today. Lee Marshall (pictured) will assume the role of head of Luxembourg for JTC, ...

£1.4bn of pensions tax relief going unclaimed by higher earners in the UK

Over 800,000 higher earners in the UK are missing out in around £1.4bn in pensions tax relief, new data suggests. Around 6.8 million people paid into a pension via 'relief at source' in 2023/24, ...

Fairstone predicts another record year for DBO acquisition programme

Fairstone is predicting a record number of firms will join its Downstream Buy-Out (DBO) acquisition programme in 2026. The wealth management group is forecasting a 30% increase in DBO sign-ups in 2026 ...

Beneath the Surface: The Quiet Work of a Real Financial Life Manager

Ask a group of financial advisers what they 'do' and you'll hear familiar answers. Investment planning. Retirement strategies. Pensions. Perfectly respectable. Entirely sensible. And yet, somehow, ...

Fund manager guilty of insider trading jailed for six years

The Federal Court in Sydney has sentenced former investment manager Rodney Forrest to six years in prison for insider trading and persuading others to trade in more than AUS$3m of Platinum Asset ...

Hargreaves Lansdown to cut fees and introduce fund dealing charge

Hargreaves Lansdown is making a raft of changes to its fee structure to cater to the evolving needs and behaviours of its clients. The investment platform said the amendments mark the first major ...

Client moving overseas? Here’s everything you need to know

There are important planning considerations for clients thinking of moving to Europe, says David Morley (pictured above) of specialist expat financial planning firm Blevins Franks. Rising UK tax ...
International Adviser

Lifetime ISA replacement to cut retirement saving element and exit fees

The Lifetime ISA (LISA) replacement is set to remove the retirement saving element and withdrawal fees, the Treasury has confirmed. The Treasury confirmed to Citywire it the new product will take ...
International Adviser

Loan-originating funds drive private debt growth in Europe

Loan-originating funds are a key driver of private debt growth in Europe, according to a new report. The report, ‘the rise of private debt and loan originating funds’, by the European Fund and Asset ...
International Adviser

UK chancellor

IFS has warned Reeves that she may need to raise about £40bn to avoid a damaging “fiscal Groundhog Day” next year Published by Money Map Media – part of G&M ...
International Adviser

Moneda Capital

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or ...