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What tax rises can we expect in the 2025 Budget?
Following confirmation that the 2025 Budget will be delivered on the 26 November, accountancy and business advisory firm…
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Octopus Ventures’ CEO Erin Platts gains additional role as CEO of Octopus Investments
Business and Development, Tax-Efficient Investment
Octopus Investments announces the appointment of Erin Platts as Chief Executive Officer of Octopus Investments, subject…
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A third of parents feel guilty when not around for their sick child – MetLife research
Watching your child take up a risky hobby is a big moment, according to a quarter (24%) of UK parents. Other core “bigge…
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Gilt market wobbles: what advisers need to know after yesterday’s turmoil
When UK government bond yields make the front pages, advisers know it’s time to sit up and take notice. Yesterday, the g…
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FCA data shows sharp contraction in UK financial services workforce as AI, regulation, and market pressures reshape the sector
New analysis of FCA permissions data reveals a sharp contraction in UK financial services, with regulated roles falling…
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Mortgage choice dips as lenders tread cautiously | M&PI 20 | September 2025
Mortgage & Property Investment Magazine
Autumn brings change – and new opportunities As we see out the end of summer 2025, in steps autumn, a season of change a…
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Date set for major UK Autumn Budget as Chancellor faces pressure on spending and tax
The Government has announced this morning that Chancellor of the Exchequer Rachel Reeves will deliver the UK Budget on W…
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House prices continue to rise at a steady pace, according to the latest Halifax HPI
The UK housing market continued to show signs of resilience in August, with house prices rising by 0.3%—the third consec…
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TEI Podcast #6: Navigating tax-efficient planning in an era of rising taxes with Diana French from Triple Point
Podcasts, Tax-Efficient Investment
In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into the topic o…
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Government’s renters’ rights bill rejection exposes fundamental misreading of rental market
Following the Commons debate last night, which saw the rejection of nearly all non-Government amendments to the Renters’…
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Suffolk Building Society welcomes joint borrower sole proprietor applications across resi, BTL and holiday let
From today (7 October 2024), Suffolk Building Society will welcome joint borrower sole proprietor (JBSP) applications across residential, buy to let, and…
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Six ways the Budget could raise inheritance tax or CGT at death
Possible moves to increase taxes on the transfer of wealth at death continue to feature in speculation as to where ‘painful’ Budget…
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Dynamic Planner announces new CRM integration with Adviser Cloud
Dynamic Planner, the UK’s leading digital advice platform has announced a new CRM integration with Adviser Cloud. Advisers using the new integration…
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Experienced operator Tim Riseborough joins the Validpath board further strengthening senior management team
ValidPath, the network for independent financial advisers, is pleased to announce that Tim Riseborough, Chief Operating Officer of Rimbal and Group Operations…
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Halifax HPI data shows house prices rising for third straight month – plus reaction from across the industry
Halifax have released their House Price Index, which has revealed that house prices have risen for a third successive month. House prices…
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Transact teams up with moneyinfo to enhance client document delivery
Transact, the UK’s leading adviser investment platform announces a powerful new integration with fintech provider moneyinfo that streamlines adviser-client communication. This collaboration…
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Average UK citizen hit five times each by data breaches last year – 312 million breaches in 2023, up 53% on 2022
UK citizens were affected by five data breaches each on average last year*, says leading global specialty (re)insurance group Chaucer. Figures obtained…
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Survey reveals 1 in 3 Brits feel ‘milestone anxiety’
Reaching big milestones like owning your first car and getting married can be exciting markers of adulthood, but they usually can also…
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CG Asset Management: “Chances of a recession in the US over the next 12-18 months have increased significantly.”
Chris Clothier, Co-CIO, CG Asset Management, commented: “There are signs that the US economy is slowing sharply and the chances of a…
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Millionaires swap the UK for Portugal
· Huge opportunity for IFAs as 9,500 millionaires plan to leave UK in 2024 · Portugal looking to welcome 800 millionaires this year · Moving…
