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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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The democratisation of finance: Novia Global’s Linda Johnstone asks which platform deserves your vote?
The concept of democracy extends beyond politics—it is reshaping financial services too. Investment platforms should be at the forefront of this shift,…
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Third NextWealth report on consolidation and aggregation reveals that M&A continues to re-shape financial advice market
A new report on consolidators and aggregators finds merger and acquisition activity continues to re-shape the UK financial advice market. NextWealth’s 3rd…
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UK households on track to be £400 worse off in new tax year finds latest Resolution Foundation analysis
As the new tax year begins this weekend, the outlook for living standards is historically bleak as British households face a triple-hit…
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STEP’s major global survey reveals shifting tax priorities
STEP, the professional body for trust and estate practitioners, has launched a major report Attitudes to Wealth – the first STEP survey of its kind…
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Taxpayers have until 5th April to top up their state pension by making NICs
Taxpayers with missing National Insurance Contributions (NICs) have until 5th April to make backdated payments to accrue more state pension, say leading audit,…
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HMRC hikes late payment interest charge to eye-watering 8.5% as new FOI shows average interest penalty surpasses £100
AJ Bell has reported that HMRC is to hike late payment interest to 8.5% from 6 April 2025, with the gap between what…
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Fidelity International: Investors urged to stay focused on the long-term ahead of Liberation Day volatility
As markets brace for further volatility ahead of Trump’s anticipated “Liberation Day” trade tariffs, research from Fidelity International (‘Fidelity’) shows that one in three…
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New era for mortgage broker lead generation
For over 12 years, Compare My Move has generated leads for solicitors, removal companies, and surveyors—delivering over 300,000 leads in 2024 alone. Now, the house-moving comparison…
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Suzy Esson appointed as COO of The Exeter
UK health and life insurer The Exeter has announced the appointment of Suzy Esson as Chief Operating Officer, effective 1st April 2025. With over…
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Brighter outlook ahead for UK Smaller Companies finds latest Octopus Investments’ Dividend Barometer
Octopus Investments has released its bi-annual Dividend Barometer which highlights why investors should consider UK small and mid cap companies for income.…
