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Trending Articles
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Cutting through the regulatory red tape | IFAM 141 | September 2025
It’s hard to believe, but Consumer Duty has now hit its second birthday. And like any two-year-old, it’s keeping adviser…
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Over a third of employers directly fund support for employees with a new illness or injury case by case (GRiD research)
GRiD, the industry body for the group risk sector, has found that over a third (36%) of employers fund support for a new…
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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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Invesco: As interest rates fall, savers looking for income could turn to investment trusts
In August, the Bank of England cut interest rates by 0.25% – the fifth reduction since July 2024. As rates trend lower…
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Eleos life launches first AI co-pilot in life insurance
Eleos Life is launching Theea, the first AI-powered digital co-pilot designed specifically for life insurance. Theea del…
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New Issues of NS&I’s 1-year fixed-term Bonds
New Issues of NS&I’s 1-year fixed-term Guaranteed Growth Bonds (GGB) and Guaranteed Income Bonds (GIB) have gone on…
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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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Finding your study strategy for professional qualifications – we offer practical tips for advisers and paraplanners studying for exams
Let’s face it—balancing a career in financial advice with the demands of professional exams can sometimes feel like juggling chainsaws on a…
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Oberon AIM VCT relaunches in anticipation of a small cap rebound, based on historic trends in comparable economic cycles
Oberon Investments, the boutique investment management, wealth planning and corporate broking group is pleased to announce the relaunch of the Oberon AIM…
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Only 68% of people transferring their DB pension left satisfied with their choice
Analysis by leading financial services consultancy Broadstone of the latest Financial Lives Survey from the Financial Conduct Authority (FCA) finds a concerning…
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Adviser optimism surges as Consumer Duty and tech-driven strategies strengthen business outlook finds FE fundinfo adviser survey
81% of advisers favour integrated systems over multiple “best of breed” solutions, according to FE fundinfo’s 2025 Financial Adviser Survey FE fundinfo,…
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Industry professionals comment on the latest IHT receipts for April
With the news of Inheritance Tax receipts for April 2025 reaching £0.8 billion, industry experts and professionals have shared their expertise: Ian…
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Signs your business has been hacked amid retailer cyber attacks
Tech expert reveals four key hacker warning signs amid Co-op, M&S and Harrods cyber attacks Three major retailers in the UK have…
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Inheritance Tax Receipts raise £0.8 billion in one month
Inheritance tax receipts hit £0.8 billion in April 2025 according to data released by HM Revenue and Customs (HMRC) this morning. This is £97…
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HW Fisher reacts to rising Inheritance Tax Receipts: Jamie Morrison comments on HMRC April data
In response to today’s bulletin published by HMRC on the taxes it collected in April, Jamie Morrison, Head of Private Client, at HW Fisher…
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April borrowing figures compound fears of autumn tax rises
Lindsay James, investment strategist at Quilter comments on the public sector finance data from the ONS, the full comment can be seen…
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Tax receipts rise again with employer NICs changes set to be included next month
As the latest HMRC tax receipts and National Insurance contributions figures are released, Shaun Moore, tax and financial planning expert at Quilter shares…
