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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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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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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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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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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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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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Over 10,000 pension transfers searched for on new Origo service
Origo’s newly launched Unipass Transfer Tracking service has seen over 10,000 pension transfers searched for by advisers since it went live just…
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Triple Point appointed as delivery partner for next phase of the Green Heat Network Fund
Triple Point, well known with advisers as providers of VCTs as well as other investment products, have been appointed as the delivery…
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KPMG – confidence dips among financial services chiefs as geopolitical events weigh on revenues
Financial services leaders are less confident about profitability in the second quarter of 2025 compared to the first quarter, as they expect…
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Royal London: 12 million pensioners face higher tax bills
An increase in the State Pension from this weekend could be a mixed blessing for pensioners, pushing many into a tax-paying bracket…
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Evelyn Partners to complete the sale of professional services business to funds advised by Apax
Evelyn Partners Group Limited (“the Group”) will today complete the sale of its Professional Services business to funds advised by Apax Partners…
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Schroders: Could 2025 be a vintage year for stock pickers?
Elevated valuation multiples, converging earnings trends between the “Magnificent 7” and the rest of the global equity market, and geopolitical uncertainty may…
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Mums want this one thing for Mother’s Day – and it doesn’t cost a penny
Retail spending for Mother’s Day in the UK is projected to hit £1.4 billion in 2024, with many splurging on flowers, chocolates,…
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Elder rights campaigner delivers 100,000+ strong petition on increasing the state pension tax threshold
Pensioners’ rights campaigner Dennis Reed visited Downing Street on Tuesday to present a Change.org petition supported by over 117,000 people urging the Government to use the…
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Scottish Widows evolves workplace default
Scottish Widows has today released details of how the largest, longest running default in the market, known as Pension Investment Approaches (PIA),…
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Over-65s hold property wealth of more than £2.9 Trillion
Over-65s own property wealth of £2.944 trillion outright which could be put to use supporting their retirement planning and give a boost…
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