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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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Stuart Coombe, Partner at Old Mill, shares his journey from paraplanner to partner
What does it really take to grow from a paraplanner into a partner at a thriving wealth management firm? For Stuart Coombe,…
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Copia Capital: Why it is paying to take the long view in 2025
It’s been an eventful year so far, defined by bouts of instability. Despite this, asset classes across the board are largely in…
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HSBC AM announces final close of Vision VC and PE strategies following strong global investor demand
HSBC Asset Management (HSBC AM) has announced the final close of its Vision Venture Capital (VC) 2024 and Vision Private Equity (PE)…
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Simplybiz strengthens business consultancy range with ongoing services proposition’
Simplybiz has announced the broadening of its business consultancy service with the addition of a new proposition designed to support advisers through…
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Leeds Reforms: compliance expert debunks wave of emerging myths
Following Rachel Reeves’ recent announcement of the Leeds Reforms, one financial compliance expert has warned financial services businesses not to misunderstand key…
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Rachel Reeves’ rumoured crackdown on gifting in order to increase IHT
The value of “gifts out of surplus income” rose 177% to £144 million in the 2023/24 tax year*, up from £52 million…
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Podcast #135: Making the most of your first client meeting with Melissa Kidd, Director, Speaker and Soft Skills Specialist
In this week’s episode of IFA Talk, we’re shining a spotlight on one of the most important and often overlooked parts of…
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4 in 5 advisers spending more time discussing implications of IHT on pensions
Incoming inheritance tax liability (IHT) on pensions is forcing change in how financial advisers spend their time and what they discuss with…
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Financial Ombudsman Service consults on changes to its case fees
The Financial Ombudsman Service is consulting on changing its case fee structure which would see businesses pay less for complaints which are…
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Rumoured lifetime gifting cap risks stifling intergenerational support and adding complexity to tax system
With many rumours circulating in the national media around the implementation of a cap on lifetime gifting, first reported by the Guardian, Rachael Griffin, tax and financial…
