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Podcast #136: Succession planning for business owners under the new IHT rules, with Bishop Fleming’s Peter Ball
In this week’s episode of IFA Talk, we dive into the world of taxes, following changes to IHT rules. Recent changes and…
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The Exeter announces agreement with iGPR to streamline requests for medical information
UK health and life insurer, The Exeter, has announced a new agreement with iGPR, the market-leading provider of redactio…
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Freedom Health Insurance launches Freedom 360: a powerful new health and wellbeing toolkit tailored for group clients
Launching on 1st October 2025, Freedom Health Insurance is proud to announce Freedom 360, a comprehensive health and wel…
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UK state pension age review launched amid rising demographic pressures
Dr Suzy Morrissey today announced she has been appointed by the Department for Work and Pensions (DWP) Secretary of Stat…
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State Pension could rise by £550+ thanks to Triple Lock as earnings growth outpaces inflation
New analysis from leading independent financial services consultancy Broadstone suggests the State Pension is set for an…
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UK CPI preview: inflation, rate cuts, and the pound’s path forward
Written by Daniela Sabin Hathorn, senior market analyst at Capital.com The UK Consumer Price Index (CPI) will be release…
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Inflation hits 3.8%: industry experts share their insights
The latest inflation data shows the Consumer Prices Index (CPI) has risen to 3.8% in July, up from 3.6% in June, marking…
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Bank of England faces policy pivot
Written by Mark Michaelides, chief commercial officer of lender Molo While the Bank of England’s Monetary Policy Commit…
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Aviva launches new guaranteed fixed term annuity to meet evolving retirement needs
Aviva has today announced the launch of its Guaranteed Fixed Term Income Plan, a new addition to its retirement income p…
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Industry experts react to HMRC’s latest IHT figures
This morning’s HMRC update reveals a notable rise in Inheritance Tax (IHT) receipts, which reached £3.1 billion during t…
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“Unlikely that the EU will ‘play ball’ during negotiations…”
Head of Employee Benefits at Sanlam UK Elliott Silk said: “It is easy to get swallowed up in the political pantomime which…
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Financial markets have priced in ‘Remain’ – but what if they are wrong?
Nigel Green, founder and CEO of deVere Group, says that financial markets appear to have already priced in a ‘remain’ outcome in…
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"Thousands of UK Business's Trade Marks at Risk from Brexit"
International law firm Taylor Vinters says that If the UK votes for a ‘Brexit’ this week, the brand assets and intellectual property…
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TenetLime Adds 400th Member
Leeds-based adviser support group TenetLime has added its 400th member, TAG Financial. To celebrate, the founder of TAG Financial Lee Holland was…
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Civil Service Leak: "A Modest Referendum Proposal"
CEO of Amati Global Investors Paul Jourdan was put in possession of this memo from an unnamed source the other day and…
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Advisers Must Collaborate More Says Accountancy Firm
Accountancy firm Clapton Consultants says that advisers must now work more closely with accountants in order to deliver the best financial solution…
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Succession Acquires Maze
Maze Wealth has been acquired by Succession for £1.2m. Maze is based in Beckenham and began working with Succession in 2013, aiming…
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How Hargreaves Lansdown Is Positioning Its Multi-Manager Funds
Hargreaves Lansdown Multi-Manager fund manager Lee Gardhouse explains his approach to investing in the run up to the vote: “‘From here on…
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Succession Gets £25m Funding As It Accelerates Acquisition Programme
Succession has a further £25m in its back pocket after securing an investment package from HSBC and existing shareholders, including Inflexion Private…
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“How are we positioned ahead of the Brexit vote?” asks David Absolon
Investment Director at Heartwood Investment Management David Absolon said: “The Brexit vote is less than two weeks away, the margin of error…