Quilter Cheviot

Editor's view: Your pre-holiday advice news aperitif

Your Business

Editor's view: Your pre-holiday advice news aperitif

The editor's Friday Night Takeaway from 20 December

clock 20 December 2024 • 2 min read
Quilter Cheviot CEO: DFM and advice merger 'puts final bit together'

Companies

Quilter Cheviot CEO: DFM and advice merger 'puts final bit together'

‘We tried as sister companies, but it hasn't got us all the way there’

clock 16 December 2024 • 4 min read
Quilter Cheviot unveils investment proposal tool for advisers

Companies

Quilter Cheviot unveils investment proposal tool for advisers

Aims to ‘streamline processes’

clock 03 December 2024 • 2 min read
Quilter Cheviot lowers direct client MPS fee and increases access

DFM & Model Portfolios

Quilter Cheviot lowers direct client MPS fee and increases access

Wealth manager’s MPS added to Aegon’s and Nucleus’ platforms

clock 28 August 2024 • 2 min read
IHT take up again as firms chew over potential Labour reforms

Tax planning

IHT take up again as firms chew over potential Labour reforms

HMRC reveals inheritance tax receipts up £83m to £2.1bn

clock 19 July 2024 • 2 min read
Partner Insight: Building an improved service — the best of both worlds

Investment

Partner Insight: Building an improved service — the best of both worlds

clock 28 June 2024 • 1 min read
Ex-Quilter investment manager launches financial planning firm

Companies

Ex-Quilter investment manager launches financial planning firm

Nicholas Hawkins has launched NH Wealth

clock 24 October 2023 • 1 min read
World Menopause Day: Quilter's initiative for advisers and staff

Companies

World Menopause Day: Quilter's initiative for advisers and staff

The firm has partnered with an online clinic to offer free menopause support

clock 18 October 2023 • 1 min read
Illogical, impenetrable and irrelevant: The UK's IHT tax maze

Tax planning

Illogical, impenetrable and irrelevant: The UK's IHT tax maze

IHT is key battleground in forthcoming general election

clock 06 October 2023 • 5 min read
HNW individuals to benefit from Quilter's latest partnership

Your profession

HNW individuals to benefit from Quilter's latest partnership

Quilter will provide education, materials, and webinars as part of deal

clock 17 August 2023 • 1 min read
Most read
01

'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
02

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
03

Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read
04

FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
05

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read