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Hargreaves Lansdown hits landmark 2m clients
Investment platform and SIPP provider Hargreaves Lansdown has notched up its milestone 2 millionth client and has also seen record assets under management, according to its 2025 Annual Report.
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90% of advisers report leap in IHT enquiries
More than nine in 10 financial advisers (92%) have seen a rise in enquiries about inheritance tax in the run-up to the Budget on 26 November, according to a new report.
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JPMorgan to replace Nutmeg with new investment platform
JPMorgan is to launch a retail wealth management and investment business with its own DIY investment platform next month.
Over a million people have become financially responsible for both younger and older family members, according to a study.
The taxman has rubbished a report stating that many retirees will be "clobbered" with a 45% tax next April.
Changes to pension rules have provided members of older schemes with a "rare window of opportunity" to transfer to a new pension arrangement and retain any higher tax-free lump sum, a Sipps firm believes.
The James Hay Partnership has reported a "dramatic" increase in funds on platform.
A veteran pensions consultant with over 30 years of expertise, specialising in Sipps and SSAS, has left City Trustees to join Talbot and Muir.
More than six out of ten complaints about Sipps to the Financial Ombudsman Service have been upheld since 2013.