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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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Aegon welcomes extended deadlines for new Consumer Duty implementation
Extended deadlines reflect ‘major shift’ ambitions but remain challenging. Extra year for closed legacy books will allow prioritised improvements across customer groups.…
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FCA Consumer Duty reforms lay down the gauntlet to financial services firms…but ‘closed-book’ providers won’t need to comply until 2024
Firms will have 12 months to implement new ‘Consumer Duty’ rules for products and services that are currently on sale, the FCA…
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How are investors contributing to the sustainability challenge and meeting net zero targets New report from CAMRADATA
As governments and firms produce net zero polices and milestones, CAMRADATA’s latest whitepaper on Net Zero looks at the growing pressure for asset owners…
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Barbara-Ann King appointed CEO of Investec Wealth & Investment UK
In pursuit of further long-term strategic growth Investec, today, announced three changes to its Group Executive Team. In 2019 the group embarked…
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Competition to become a mortgage broker is fierce with 1,500 applicants for just 20 broker academy places says Just Mortgages
National brokerage Just Mortgages says that competition to become a mortgage and protection adviser has never been fiercer with places on their…
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Milecross Financial Solutions invests £1.5million in Scottish network expansion
One of the largest financial advice networks in Northern Ireland, Milecross Financial has announced a £1.5million investment to further expand their operations…
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The FCA’s Consumer Duty will lead to a major shift in financial services
The Financial Conduct Authority (FCA) has confirmed its plans to bring in a new Consumer Duty, which will fundamentally improve how firms…
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Nearly half the market still to complete their ESG Templates ahead of MiFID II deadline
As required by the MiFID II and IDD directives, any sustainability preferences of investors must be taken into account in the advisory…
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Retail sales continue to fall in July – CBI
Retail sales continued to fall in the year to July, albeit it at a more modest pace, as the cost-of-living crisis continues…
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Tuesday newspaper round-up: Energy bills, Amazon, Sunak
Millions of people will be plunged into “unmanageable” debt this winter unless the government comes up with more support for those struggling…