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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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Newable Launches Major EIS Investor Recruitment Drive with Educational Video Series
Official figures released 29 May on the Government-led Enterprise Investment Scheme (EIS) and sister Seed Enterprise Investment Scheme (SEIS) reveal a…
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Last chance to attend ETF Round Table
Our ETF Round Table is taking place at our central venue the EightClub in Moorgate, London next Tuesday 25th June from 8:30…
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Brown Shipley to acquire NW Brown
Brown Shipley, a wealth planning, investment management and lending firm, has acquired NW Brown & Co, a wealth manager based in Cambridge…
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Perspective Financial Group hires Acquisitions Director
Perspective Financial Group, the progressive national financial planning and wealth management Group, has hired Kevin Homfray (above) as Acquisitions Director. Homfray…
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Tilney makes senior hire in Scotland and opens new Edinburgh office
UK wealth management group Tilney has expanded its presence in Scotland, with a move to a new office in the capital city…
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Advisers fear sustained downturn
Over 60% of advisers expect to see clients’ allocations to global infrastructure increase over the next three years amidst widespread fear of…
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Tenet expands north west hub
Tenet has expanded its hub in the North West with its latest practice buyout, purchasing the client assets of Preston-based Colin Galbraith…
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Chase de Vere expands personal injury advice team into Yorkshire
Chase de Vere has appointed Amarjit Bansal as a Personal Injury and Court of Protection (PICOP) Independent Financial Adviser based from its…
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Advisers putting brakes on new client acquisition
Faced with economic and political uncertainty, many financial advisers have focused their energies on client retention instead of new client acquisition in…
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A close look at The Hambro Perks Growth EIS Fund
Hardman analyst Brian Moretta has taken a close look at The Hambro Perks Growth EIS Fund and he highlights the management…