Advisers must work harder to win new clients
Advisers must work harder to win the next generation of clients who are young and more tech-savvy, research finds.
Source: moneymarketing.co.uk
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Money Marketing : UK latest financial news
Money Marketing is a monthly magazine for financial intermediaries, delivering breaking news, analysis, opinion, podcasts and video content. Register now for your free financial news updates.
Source: moneymarketing.co.uk
Money Marketing : UK latest financial news
Money Marketing is a monthly magazine for financial intermediaries, delivering breaking news, analysis, opinion, podcasts and video content. Register now for your free financial news updates.
Source: moneymarketing.co.uk
SJP director to run 10 half marathons in 10 days in charity challenge
Claire Trott, divisional director retirement and holistic planning at SJP Wealth Management and director of Technical Connection, is taking part in a '10 half marathons in 10 days' challenge in aid of the SJP Foundation next month.
Source: professionaladviser.com
IHT receipts up £0.7bn, HMRC data reveals
Inheritance tax (IHT) receipts for April 2021 to March 2022 were £6.1bn, which is £0.7bn higher than in the same period 12 months earlier, latest data from HM Revenue & Customs (HMRC) revealed.
Source: professionaladviser.com