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Trending Articles
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Four deadly investment scams draining British bank accounts right now
With more Brits turning to investing to build their savings and plan for the future, fraudsters are finding new ways to…
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2 in 5 Brits have used AI for personal finance advice
2 in 5 Brits (40%) have used a generative AI tool such as ChatGPT or Gemini for personal finance advice, according to re…
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Advisers trapped by traditional marketing tactics and tight budgets, Unbiased study shows
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphi…
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Aviva completes a £700m buy-in deal with the ABB Plan
Aviva has today announced the successful completion of a £700 million bulk purchase annuity (BPA) buy-in transaction wit…
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Consumer Duty has not shortened the small print; financial T&Cs remain as long as classic novels two years on
Two years since the Financial Conduct Authority’s (FCA) Consumer Duty came into force, and Fairer Finance’s latest analy…
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Summer of legal shakeups: what financial planners need to know
Business and Development, Exclusives
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how…
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Carlyle to acquire intelliflo from Invesco
Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced t…
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Moneyfacts: Savings providers and choice climb to record highs
Moneyfacts UK Savings Trends Treasury Report data shows the quantity of savings providers on the market and product choi…
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Two in three bereaved adults left feeling stressed due to high funeral costs – MetLife UK research
Almost two-in-three (64%) bereaved individuals who said there was a funeral for their most recent bereavement felt stres…
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LMS joins The Conveyancing Association as Affiliate member
The Conveyancing Association (CA), the leading representative body for the conveyancing industry, has today (26th August…
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Investment management firms increase demographic data collection providing broader snapshot on industry workforce
The Investment Association (IA), alongside WTW’s Thinking Ahead Institute, has today published its second annual Culture, Talent and Inclusion Report: A Demographic…
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Average single homeowner in England with moderate pension savings to suffer £107k inheritance tax under new rules
New calculations from Quilter, the wealth manager and financial adviser, has found that a single homeowner in England with an average priced…
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Commercial brokers call for ‘outside the box’ approach from funders, new survey reveals
Commercial finance brokers have set out their wish list for funders, with an “outside the box” approach to deals among the top…
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IHT set for 4th consecutive record tax take – with Budget bonus still to come
HMRC’s latest update on Inheritance Tax receipts shows that £5.0 billion was collected through the first seven months of the 2024/25 Financial…
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Inheritance and capital gains tax receipts rise with budget changes set to turbo charge data
Following the latest HMRC tax receipts and national insurance contributions data, Rachael Griffin, tax and financial planning expert at Quilter has shared her…
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Disposing of a Property Portfolio Following Probate
By Paul Johnston, Corporate Sales Director at Leaders Romans Group (LRG) October’s Budget brought the unwelcome news that from April 2026, agricultural…
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Just Mortgages appoints Tara Catnott as new area director
National brokerage Just Mortgages has boosted its self-employed management team in the north with the appointment of Tara Catnott as area director. …
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Buying and selling a leasehold property – What’s changed and what’s set to change in the future?
By Clive Scrivener – Partner, Scrivener Tibbatts Ltd The leasehold property market has been under significant scrutiny in recent years, leading to…
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Borrowing comes in higher than expected in October
Following the latest public sector finances that showed borrowing of £17.4 billion in October, Danni Hewson, AJ Bell head of financial analysis, has commented. …
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A Global Post-Election M&A Deal Surge
Data from the Datasite platform, which annually facilitates 15,000 new global deals, shows that US and EMEA deals are already up –…