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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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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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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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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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Insignis unveils new “forever” cash ISA, simplifying savings for clients and advisers
Insignis, the leading cash management platform, has launched a new, multi-bank “forever” cash ISA that lets savers acces…
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Pepper Money presents shared ownership white paper to Downing Street to push for a more inclusive housing market
The Government is being urged to implement reforms to its shared ownership policy following a visit to Downing Street fr…
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Non-doms U turn – comment from tax lawyer
In response to the government’s potential U-turn on the non-dom regime, Paul Fairbairn, partner at Cripps, said: “It’s not too late to…
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Evelyn Partners’ active MPS reduces equity exposure in favour of bonds and alternatives
Evelyn Partners made ‘sizeable’ changes to its Active Managed Portfolio Service (MPS) – the first in a year – with the rebalance…
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Tax gap steady at 5.3% but lowered allowances risk first-time taxpayers falling foul of the rules
Following the release of HMRC’s new tax gap data, Rachael Griffin, tax and financial planning expert at Quilter has shared her reaction…
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EV elevates financial guidance with its upgraded EVDirect solution
Financial services technology provider EV today announced a significant upgrade to its digital financial guidance solution, EVDirect. Rebuilt on cloud-native and mobile-first…
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TISA welcomes lords committee report’s focus on low financial advice uptake
The Investing and Saving Alliance (TISA) has welcomed the recognition in a new report from the House of Lords Financial Services Regulation…
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Adviser insight: You couldn’t make it up – but AI just did | Truly Independent’s Katie Brinsden warns of the risks of the wrong tech
When a piece of “cutting-edge” AI adviser tech starts obsessing over personal grooming and cat furballs, it’s time to ask: are we…
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HMRC: Tax gap estimated at 5.3%
The tax gap estimate – the difference between what tax is expected to be paid and actually paid – was 5.3% for…
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Hinckley & Rugby Building Society deploys AI policy assistant across internal teams
Hinckley & Rugby Building Society, who this year celebrates its 160th anniversary, has rolled out an artificial intelligence assistant (built by financial…
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HMRC ups its estimate for tax underpaid by wealthy individuals to £2.1billion – has been rising at 17% per annum over the last few years
New data out today shows the amount of tax that HMRC believe is either avoided or evaded by wealthy individuals has jumped…
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Tax gap steady at 5.3% but lowered allowances risk first-time taxpayers falling foul of the rules
If you are covering HMRC’s new tax gap data, please see the following comment from Rachael Griffin, tax and financial planning expert at Quilter:…
