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What tax rises can we expect in the 2025 Budget?
Following confirmation that the 2025 Budget will be delivered on the 26 November, accountancy and business advisory firm…
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Octopus Ventures’ CEO Erin Platts gains additional role as CEO of Octopus Investments
Business and Development, Tax-Efficient Investment
Octopus Investments announces the appointment of Erin Platts as Chief Executive Officer of Octopus Investments, subject…
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Gilt market wobbles: what advisers need to know after yesterday’s turmoil
When UK government bond yields make the front pages, advisers know it’s time to sit up and take notice. Yesterday, the g…
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A third of parents feel guilty when not around for their sick child – MetLife research
Watching your child take up a risky hobby is a big moment, according to a quarter (24%) of UK parents. Other core “bigge…
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Date set for major UK Autumn Budget as Chancellor faces pressure on spending and tax
The Government has announced this morning that Chancellor of the Exchequer Rachel Reeves will deliver the UK Budget on W…
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House prices continue to rise at a steady pace, according to the latest Halifax HPI
The UK housing market continued to show signs of resilience in August, with house prices rising by 0.3%—the third consec…
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Insignis unveils new “forever” cash ISA, simplifying savings for clients and advisers
Insignis, the leading cash management platform, has launched a new, multi-bank “forever” cash ISA that lets savers acces…
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Pepper Money presents shared ownership white paper to Downing Street to push for a more inclusive housing market
The Government is being urged to implement reforms to its shared ownership policy following a visit to Downing Street fr…
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Propertymark: Last chance for MPs to improve Renters’ Rights Bill
Consideration of amendments passed in the House of Lords will be looked at by MPs on Monday 8 September 2025 with Proper…
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The key impacts of Consumer Duty so far and what advisors can expect next | Stuart O’Sullivan, Protiviti UK
Exclusives, Regulation and Compliance
Consumer Duty has just passed its second birthday. How do we as an industry reflect on this regulation? Is Consumer Duty…
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Over half of those who have acted on social media financial advice have lost money, TSB finds
Research by TSB reveals that of the 31 percent of people who have acted on financial advice on social media platforms –…
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Only one in five ‘boomers’ say leaving an inheritance is a key retirement goal
Bequeathing cash to loved ones after death is not a key retirement objective for most people aged 60+, new research into the…
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DFM Firm Sparrows Capital promotes Phillip Young to Deputy CIO
Evidence-based investing discretionary fund manager Sparrows Capital has promoted Phillip Young to Deputy Chief Investment Officer. The promotion comes a few months after the DFM…
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18-34 year olds putting life plans on hold: 1 in 2 have paused, postponed or put a stop to major plans due to financial pressures
A significant number of 18- to 34-year-olds are having to alter major life plans because of their financial circumstances, with more than…
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Investing the cost of a ticket to the first Wimbledon final in 1877 could have served a return of £40,000 today
As the 2025 Wimbledon final approaches, new analysis from St. James’s Place offers a timely illustration of the impact of investing. Had…
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Quilter becomes the title partner of the Quilter Nations Series in November 2025
Six Nations Rugby and Quilter, the leading wealth management business, have agreed a new partnership that will see the series of November…
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Mortgage Guarantee Scheme – property expert comments on Freedom to Buy initiative
Ahead of Tuesday’s Mansion House speech, e.surv Chartered Surveyors has weighed in on the expected re-launch of the Mortgage Guarantee Scheme –…
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Evelyn Partners: ISAs may not be out of the woods yet despite pause on cutting Cash ISAs
Jason Hollands, Managing Director of Bestinvest by Evelyn Partners, the online investment platform, has shared his thoughts on the future of ISAs.…
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Multi-asset fund insights for today’s advisers
Long gone are the days when advisers could scan a simple performance league table and feel confident recommending a ‘one size fits…
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DC schemes continue to back Net Zero despite global ESG backlash
Against the backdrop of anti-ESG sentiment among many global institutional investors, new analysis from independent consultancy Barnett Waddingham (BW) reveals that defined…
