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Panic at the Budget, is tax-free cash at risk?
As Budget speculation swirls once again, rumours of a cap on the 25% tax-free lump sum have sparked concern among pensio…
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Mortgage and Property, Podcasts
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best suppo…
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Income Protection Action Week: why affordable income protection is vital amid rising accident-related disabilities
Exclusives, Insurance and Protection
As Income Protection Action Week reaches its second day, National Friendly highlights the growing concerns among clients…
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Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth’s Steve Coleman and Steve Owen
Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In t…
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FCA mortgage review could drive fairer, more flexible lending
Michael Shand, Managing Principal at consultancy Capco, says the FCA’s mortgage rule review could unlock fairer access t…
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Women’s Rugby World Cup: female sports stars are earning more but must still plan for two retirements
As the Red Roses prepare for tomorrow’s semi-final match against France, women sports professionals are commanding highe…
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IHT receipts rise 5.7% year-on-year, expert reaction to HMRC data
Recent data released today by HM Revenue and Customs (HMRC) reveals that Inheritance Tax (IHT) receipts for the period A…
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Market Report: records in the US, riddles in the UK
Matt Britzman, senior equity analyst at Hargreaves Lansdown, discusses how UK markets edged higher despite mixed signals…
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Saffron unveils four new lending categories in biggest product refresh of the year
Saffron for Intermediaries has unveiled its most significant mortgage updates of the year, introducing four new lending…
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Use of regulated advice by pension dippers is heading lower, latest FCA data reveals
Fewer people are taking regulated advice before accessing their pensions, with only 31% doing so in 2024-25. Just Group…
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Would an IHT cut be bad for the AIM market?
Many AIM shares are free from inheritance tax (IHT) if held for two years, but a cut in IHT could significantly reduce…
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Anna Davies appointed Wealth Proposition Director at The Openwork Partnership
The Openwork Partnership has announced the appointment of Anna Davies as Wealth Proposition Director, reporting to Rob Askham. In her new role,…
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Wesleyan’s new Equality Grant launches with a £70,000 donation to projects tackling inequality in society
Wesleyan, the specialist financial services mutual, has donated grants totalling £70,000 to eight organisations across the UK dedicated to reducing inequalities in their local…
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Octopus Investments launches £35m fundraise for its Apollo VCT
Octopus Investments, part of Octopus Group and the UK’s largest Venture Capital Trust (VCT) fund manager1, has announced the launch of a…
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AJ Bell’s Vahey provides four key priorities for new pensions minister Paul Maynard
After Paul Maynard was appointed as the new pensions minister at the Department for Work and Pensions, Rachel Vahey, head of policy…
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Nationwide calls for more support for first-time buyers and savers
Nationwide wants greater government support for first-time buyers and savers ahead of the Chancellor’s Autumn Statement as rising costs delay owning a…
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A bet on rates coming down might be premature, says Mazars’ George Lagarias
George Lagarias, Chief Economist at Mazars, comments on the outlook for UK and US inflation, and explains why a bet on rates…
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Prioritise ISA reforms to support low and middle-income earners, Moneybox urges
As the Chancellor readies to address the nation in his Autumn Statement on the 22nd November, Moneybox urges the Chancellor to prioritise ISA…
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Hargreaves Lansdown: Hunt’s hints stoke rumours of a bumper statement
Sharing analysis and thoughts about what we might see from Mr Hunt on Wednesday, Sarah Coles, head of personal finance, Hargreaves Lansdown,…
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2plan wealth management announces protection referral partnership with LifeSearch
2plan wealth management has announced the launch of a new protection insurance advice referral partnership with LifeSearch. The new arrangement went live…