The latest partnership news for you; Octopus Legacy, the UK’s second largest estate planner, has worked with mutual society Shepherds Friendly to develop an innovative new life insurance offering that aims to address the widespread […]
The latest from Equiom for you; Equiom has capped off a successful year with a hat-trick of international awards recognising its global excellence in private client, family office and fiduciary services. The firm was named […]
The latest news from Aon as they strike a deal with MDP; Aon plc (NYSE: AON), a leading global professional services firm, has announced that it has signed a definitive agreement to sell a significant […]
As premiums rise the tax take rises too, which is good news for Rachel Reeves; This morning’s HMRC tax receipts update shows that Insurance Premium Tax (IPT) receipts recorded a total of £1.03 billion in July […]
Could be, some perhaps offer useful advice, others are simply trying to sell get-rich-quick schemes. On the latter bunch of chancers, the FCA and other regulators are taking action; Regulators across the globe, led by […]
The latest news from Argenta; Lloyd’s of London capital advisory firm, Argenta Private Capital Limited (“APCL”), has been selected as a winner in two categories at The WealthBriefing European Awards 2025: The ‘Insurance Product or Service […]
The word from the US, where BW Forsyth Partners, has announced a strategic investment in Matter Family Office. Matter Family Office represents the seventh Forsyth portfolio company. Here are the details; Established in 1990, Matter […]
The latest from Guernsey Finance; Guernsey has once again been shortlisted for Citywealth’s International Finance Centre of the Year award 2025. Now in its 14th year, the awards highlight the excellence of the advisors and […]
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