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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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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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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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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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Propertymark: Last chance for MPs to improve Renters’ Rights Bill
Consideration of amendments passed in the House of Lords will be looked at by MPs on Monday 8 September 2025 with Proper…
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The key impacts of Consumer Duty so far and what advisors can expect next | Stuart O’Sullivan, Protiviti UK
Exclusives, Regulation and Compliance
Consumer Duty has just passed its second birthday. How do we as an industry reflect on this regulation? Is Consumer Duty…
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Podcast episode #25: Was 2022 the year for active or passive approaches to shine? With AJ Bell’s Laith Khalaf
In this week’s IFA Talk podcast, we’re talking investment. In particular, we’re looking at the relative performance of active and passive funds…
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Fundsmith pulls no punches despite weak performance’ analysis from AJ Bell’s Khalaf
Laith Khalaf, head of investment analysis at AJ Bell, comments on the latest annual shareholder letter from Terry Smith: “Terry Smith’s latest shareholder letter…
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Robeco announces 2023 engagement themes including modern slavery and just transition
Tackling modern slavery and working for a Just Transition towards net zero lead the Robeco’s Active Ownership team’s engagement themes for 2023.…
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HL fund analysts reveal their star performers of 2022
Written by Emma Wall, Head of Investment Analysis and Research 2022 was a tough year for global markets – with equities and…
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Embark launches The Paraplanner Room
Embark Group has announced that it is launching ‘The Paraplanner Room’, a dedicated resource hub offering insight, information and tools for paraplanners…
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Defaqto launches fully integrated cashflow modelling
The independent financial information, ratings and fintech business, Defaqto has launched cashflow modelling as part of its ongoing investment into its market-leading…
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M&G raises €578 million for new continental European residential property strategy to support wellbeing, sustainability and community
M&G has expanded its international real estate fund range with the launch of the M&G European Living Property Fund (The Fund), building…
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EIS Association gives entrepreneurs a 2023 kickstart
The Enterprise Investment Scheme Association (EISA), the official trade body supporting the promotion and delivery of the Enterprise Investment Scheme (EIS) and…
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Baronsmead VCT opens to investors – Northern and Unicorn VCTs set to follow, as sales hit £540 million so far this tax year
Baronsmead have opened their VCT to investors, seeking £40 million, and two of the most popular and sought after VCTs are due…
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“The oncoming recession is a near-certainty… because it’s expressly engineered as an inflation-fighting tool” – Mazars Global Economic Outlook
Written by George Lagarias, Chief Economist at Mazars Private Client The combination of centrifugal forces in global diplomatic and trade relationships, the lack…
