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Podcast #136: Succession planning for business owners under the new IHT rules, with Bishop Fleming’s Peter Ball
In this week’s episode of IFA Talk, we dive into the world of taxes, following changes to IHT rules. Recent changes and…
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The Exeter announces agreement with iGPR to streamline requests for medical information
UK health and life insurer, The Exeter, has announced a new agreement with iGPR, the market-leading provider of redactio…
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Freedom Health Insurance launches Freedom 360: a powerful new health and wellbeing toolkit tailored for group clients
Launching on 1st October 2025, Freedom Health Insurance is proud to announce Freedom 360, a comprehensive health and wel…
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UK state pension age review launched amid rising demographic pressures
Dr Suzy Morrissey today announced she has been appointed by the Department for Work and Pensions (DWP) Secretary of Stat…
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State Pension could rise by £550+ thanks to Triple Lock as earnings growth outpaces inflation
New analysis from leading independent financial services consultancy Broadstone suggests the State Pension is set for an…
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UK CPI preview: inflation, rate cuts, and the pound’s path forward
Written by Daniela Sabin Hathorn, senior market analyst at Capital.com The UK Consumer Price Index (CPI) will be release…
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Inflation hits 3.8%: industry experts share their insights
The latest inflation data shows the Consumer Prices Index (CPI) has risen to 3.8% in July, up from 3.6% in June, marking…
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Bank of England faces policy pivot
Written by Mark Michaelides, chief commercial officer of lender Molo While the Bank of England’s Monetary Policy Commit…
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Aviva launches new guaranteed fixed term annuity to meet evolving retirement needs
Aviva has today announced the launch of its Guaranteed Fixed Term Income Plan, a new addition to its retirement income p…
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Industry experts react to HMRC’s latest IHT figures
This morning’s HMRC update reveals a notable rise in Inheritance Tax (IHT) receipts, which reached £3.1 billion during t…
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Cost of living crisis stopping households from taking climate action
Recent weather events, such as heatwaves, floods and fires in the UK this year, have made nearly two thirds (60%) of adults…
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Keeping focused on income protection during the cost-of-living crisis
Peter Dunn, Head of Intermediary Relationships at specialist insurer Dentists’ Provident, looks at the importance of maintaining income protection insurance in financially…
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Platform flows plummet on back of Q3 meltdown
The going got exceptionally tough for the platform industry in the third quarter. The cost-of-living crisis, rampant inflation, the uncertain economic outlook…
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How ex-business owners could invest for growth and plan for inheritance tax
Last year was a bumper year for capital gains tax. Capital Gains Tax (CGT) receipts for 2020/21 were a record £14.3 billion.…
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COP27: ICVCM welcomes IOSCO consultation on VCM and CCM
The International Organization of Securities Commissions (IOSCO) has today at COP27 launched a 90 day consultation on the compliance carbon markets and on…
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Nine-tenths of financial advisers and wealth managers recommend sustainable funds despite greenwashing concerns
The overwhelming majority of financial advisers and wealth managers recommend sustainable funds to clients, according to research from the Association of Investment Companies (AIC). Just…
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The Worrying Switch: Measurements Aren’t Targets
By Lenka Martinek, managing partner, Sustainable Market Strategies The number of significant climate change events has skyrocketed in 2022, from water scarcity…
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atomos enters strategic alliance with WTW on multi-asset funds and portfolios
atomos, the advice-led wealth manager, has appointed WTW to provide multi-asset investment solutions for its UK-based retail investment portfolios. The agreement, based…
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Transition Plan Taskforce Disclosure Framework: A positive move for UK business? – EY
ob Doepel, EY Managing Partner, Sustainability, UK & Ireland, comments on the publication of the Transition Plan Taskforce (TPT) Disclosure Framework: A…
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“Record rate rises, political chaos and belt tightening – it has been an extraordinary quarter” – One Four Nine’s Bevan Blair gives his latest investment update
Bevan Blair (pictured), CIO, One Four Nine Portfolio Management: It has been an extraordinary quarter. Inflation remains stubbornly high and central banks are…