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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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Vitality reveals widespread financial anxiety over later life care costs
New research from Vitality has revealed the significant number of UK adults deeply concerned about how they will afford care in later…
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Wealth DFM Talk Podcast #2: Seeking out Asia’s hidden gems, with Aberdeen’s Gabriel Sacks
The latest episode of the Wealth DFM Talk podcast explores relatively untapped opportunities across Asian and emerging market equities. In this episode,…
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Two in five IFAs expect FCA’s advice guidance boundary review to boost demand for their services
With the FCA’s latest consultation on the Advice Guidance Boundary Review (AGBR) closing this month, new data from Opinium’s IFA (Independent Financial Adviser)…
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Surge in delays in HMRC alternative dispute resolution creating uncertainty for taxpayers
The number of Alternative Dispute Resolution (ADR) cases exceeding HM Revenue & Custom’s (HMRC) four-month resolution target has more than doubled over…
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Latest DWP figures highlight scale of early access to pension
Seven in 10 of the 3 million pension savers who have taken flexible payments since the 2015 ‘pension freedom’ rule changes were…
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Dividend tax squeeze to hit record 3.7 million people
New HMRC figures obtained by Quilter through a Freedom of Information request reveal the full extent of the dividend tax squeeze facing…
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Mike Birch appointed to Scottish Widows Master Trust
Scottish Widows has announced that Mike Birch has joined its Master Trust as a trustee. Mike is a client director with professional…
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As identity fraud cases ramp up, SmartSearch warns ‘basic checks are failing’
New data from fraud prevention service Cifas has highlighted a “worrying trend” of people selling their own identities; more than 118,000 cases…
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51% of Brits are saving money by using AI
As AI tools become more accessible and integrated into everyday life, Adobe Express set out to better understand how people across the UK are…
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Octopus Money acquires Virgin Money’s investment business
Octopus Money has announced that it has agreed to purchase Virgin Money’s investment business, subject to FCA approval – a move that,…
