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Trending Articles
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Reynolds reaffirms ISA reform on the table ahead of Autumn Budget but remains tight-lipped on next steps
Emma Reynolds, Economic Secretary to the Treasury, reaffirmed that wholesale ISA reform is on the cards ahead of the Aut…
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Renters’ Rights Bill – what you need to know
The Renters’ Rights Bill is an extremely important piece of legislation for anyone who rents their home. For those in En…
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AI in Advice – two thirds of financial planning firms say tech will shape the future
Financial planning firms across the UK are significantly ramping up investment in technology, with AI seen as a transfor…
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Podcast #119: What the FCA’s new strategy really means for advisers and their firms, with Protiviti’s Bernadine Reese
In this week’s episode of IFA Talk, Jenny Hunter and Sue Whitbread dig into one of the most important regulatory develop…
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Average mortgage rates climb despite base rate cuts, while savings rates drop at more than double the pace
Homeowners have seen average mortgage rates rise since October, despite the Bank of England cutting the base rate. Howev…
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Inheritance Tax enjoys record £8.2 billion tax haul in 2024/25; £750 million up on prior year
This morning’s tax receipts update from HMRC shows that Inheritance Tax (IHT) receipts registered a record high total of…
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DWP’s small pot shake-up will boost savings and cut pension costs – industry reaction
With the recent news that the DWP’s is planning to bring together small pension pots, industry experts and professi…
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M&G partners with FNZ to expand access to £64bn PruFund range across UK platforms
M&G announces a partnership with platform technology provider FNZ, paving the way for greater access to its flagship…
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Evelyn Partners appoints Alex Gersh as new Chief Financial Officer
Evelyn Partners, the leading wealth manager responsible for £63.0 billion of client assets, is pleased to announce the a…
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CII says institutions must be held accountable for AI outcome
In recommendations submitted to the Treasury Select Committee (TSC), the Chartered Insurance Institute (CII) says instit…
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Tax bills set to spiral as Chancellor confirms deep freeze on personal taxation – AJ Bell
Commenting on the Autumn Statement, AJ Bell experts analyse the key announcements from Chancellor Jeremy Hunt concerning income tax and wages, the…
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L&G Autumn Statement reaction
Written by Kevin Roberts, Managing Director, Legal & General Mortgage Services Beyond some small changes to Stamp Duty, this latest Budget contained…
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IHT thresholds will be frozen for two more years but more than half of UK adults want to see it scrapped or at least reduced
Research from Handelsbanken Wealth & Asset Management shows that more than half (52%) of UK adults want to see Inheritance Tax (IHT)…
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UK Autumn Statement: What does it mean for the economy and markets?
Schroders Senior European Economist & Strategist Azad Zangana gives his initial response to Chancellor Jeremy Hunt’s announcement. Yesterday’s statement was about providing…
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Jenny Holt, Managing Director of Customer Savings and Investments at Standard Life, comments on Autumn Statement
Jenny Holt, Managing Director for Customer Savings and Investments at Standard Life said: “There is often speculation that higher rate pension tax relief…
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Aegon comments on 2-year delay to Social Care Deal
Written by Steven Cameron, Pensions Director at Aegon UK Kicking the social care can down the road again with a 2 year…
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EISA comments on Autumn Statement 2022
Whilst the Chancellor didn’t mention the S/EIS directly in his speech, EISA is delighted that the more detailed documentation, published by the Treasury,…
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Optimising tax efficient opportunities and patient capital investment through EIS
GBI was delighted to sit down recently with Richard Roberts Director of Investor Relations at Oxford Capital. Established in 1999, Oxford Capital…
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The Buzz Around Climate Data
By Rajul Mittal, Head of Sustainable Finance & ESG, Synechron, The Netherlands & Parul Vyas, Sr. Associate Research & Strategy, Sustainable Finance…
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Autumn Statement: State pension boost as triple lock retained – but details on lifetime allowance scarce says Evelyn Partners
Chancellor Jeremy Hunt today retained the state pension triple lock in his Autumn Statement today in a boost to retirees. But there…
