Financial services
Evelyn Partners, a leading UK wealth management firm, has appointed former professional rugby player Chris Dean to its Edinburgh financial planning team. With over 150 appearances for Edinburgh Rugby Club, Chris brings a unique combination of skills and connections to the role. He will be responsible for developing opportunities for
Financial services
Sid, a 55-year-old Ontario government employee, and his wife Sherry, a 46-year-old financial services professional, are approaching a critical juncture in their lives. With an eight-year age gap, they are navigating the complexities of retirement planning as dual citizens with substantial savings and investments in both Canada and the United
Financial services
As Sid and Sherry, a couple with a significant age gap, approach retirement, they face unique challenges in managing their finances. Sid, 55, plans to retire in four years, while Sherry, 46, will follow two years later. Their differing ages and pension plans create complexities in their retirement planning, particularly
Financial services
Kiatnakin Bank Public Company Limited has introduced 'KKP Better,' a new mobile banking application designed to become an intelligent financial planning assistant for its customers. The application, aimed at helping customers achieve their life goals through "Purpose-Driven Banking," incorporates advanced features to understand diverse financial needs
Financial services
As many of us dream of a retirement free from financial worries, the UK Government's recent changes to pension fund taxation may cause concern for retirees. With the ability to pass pension funds on death in a non-taxable environment set to be limited from April 2027, it'
Financial services
Conor Delaney, the founder and CEO of Good Life Companies, is set to participate in the extraordinary endurance challenge of running seven marathons across all seven continents in seven consecutive days. Starting on November 15 in Antarctica and concluding on November 22 in Miami, FL, this journey will cover over
Certified public accountants
Sheryl Rowling, a distinguished Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), has launched her new firm, Sheryl Rowling CPA Accountancy Corporation. This boutique firm will provide specialized tax and financial planning services to a limited number of clients, allowing Rowling to maintain her commitment to highly customized and
Financial planners
The Pensions Authority is proposing the creation of a new type of retirement savings scheme that would allow holders to draw benefits without having to buy an annuity or transfer assets to an ARF. This "in-scheme drawdown" (ISD) mechanism would give members of defined contribution pension plans the
Financial services
Retirees with significant assets are facing complex financial decisions as they manage their wealth. One couple is seeking advice on investing their lump sum, while another considers an investment bond to benefit their child in the future. A third scenario involves a defined benefit fund, where a woman must decide
Financial services
TaxStatus, a leader in tax data intelligence solutions, has announced the appointment of Eric Clarke and Ric Edelman to its Board of Directors. The move comes as TaxStatus launches new lead generation solutions for advisors, marking a pivotal moment for the company. Clarke and Edelman bring decades of experience in
Financial services
Dynamic Wealth Advisors, the Registered Investment Advisor (RIA) arm of Dynamic Advisor Solutions, has been recognized by Citywire RIA as one of the 50 Growers Across America 2025 in Arizona. This achievement highlights the firm's top position as the state's fastest-growing RIA, with over $6 billion
Financial services
Rachel Reeves's plans to impose a "mansion tax" on high-value properties could cause the Treasury to lose money and stall the housing market, leading experts have warned. The proposed tax would mean higher-rate taxpayers paying 24% of any gain in the value of their home, while
