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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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FCA consults on new private stock market – PISCES
Proposals for a new platform – The Private Intermittent Securities and Capital Exchange System (PISCES) – where shares in private companies will…
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Guest insight | Will wealth management M&A activity increase in 2025? Simplify Consulting’s Carl Woodward tells us why he’s optimistic about further growth
Sharing his analysis on what we might expect to see in 2025, Carl Woodward, Director at Simplify Consulting, tells us why he…
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AJ Bell’s Manager versus Machine 2024 report finds Mag7 blasting the performance of active managers
The active or passive debate has been raging on for years. Today, AJ Bell’s latest Manager versus Machine report has been released,…
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What’s in store for UK pensions in 2025? RSM UK’s Ian Bell predicts key issues and trends
In the following analysis, Ian Bell, head of pensions at RSM UK, predicts the key issues and trends that are likely to…
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NS&I’s Premium Bonds remain a popular choice with savers: 2024 a year in review
As the year draws to a close, NS&I has reported today that 2024 has proven to be a bumper year for Premium…
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Gravis fund managers highlight why 2025 looks exciting for investors in real estate, infrastructure and private credit
The UK and European investment opportunities within real assets – both listed and private – look set to be quite exciting in…
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Pension Lab launches letter of authority performance index (LPI) to help raise industry standards
Pension Lab has today launched the first-ever Letter of Authority Performance Index (LPI) – a pivotal tool to help providers, platforms and…
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Firms using GDPR as a scapegoat for Consumer Duty failures risk regulatory action, warns MorganAsh
Firms that are falsely using GDPR as a ‘scapegoat’ for non-compliance with Consumer Duty are risking severe action from the regulator, MorganAsh…
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Government ‘kicks pensions adequacy review into the long grass’ after Budget employer tax hit
Following reports today that a major review into pensions adequacy has been shelved amid mounting concerns about loading extra costs on employers,…
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Investment bonds – Defaqto’s Ben Heffer tells us why it’s been all change in 2024
The tax-efficient nature of onshore and international investment bonds has brought them into sharper focus following the Autumn Budget in November. However,…
