The ‘Great Wealth Transfer’ has already started, according to a new report by STEP. The phrase refers to a long-anticipated shift of trillions globally from the Baby Boomer generation to Millennials and Generation Z. In

Wooden tiles spelling out the word reprimand

A solicitor has been rebuked and fined £300 by the Solicitors Regulation Authority (SRA) after more than £70,000 of client money was retained for 16 years longer than necessary. Geraint James, a solicitor and director

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