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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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IW Capital invests £1m in PlayMoreGolf – a flexible form of golf membership
Mayfair-based alternative finance house IW Capital has invested £1m in PlayMoreGolf, which links individual golf clubs across the United Kingdom under…
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Great Point announces first EIS Investment in UK Media Start-Up
Great Point Investments, the UK’s leading media production and investment company, is delighted to announce it has acquired on behalf of its…
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Management boost to Ingenious institutional funds
Ingenious, the alternative investment manager specialising in the media, infrastructure, real estate and education sectors, has further expanded its institutional funds business…
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Foresight invests £5m into Northern Ireland’s largest private healthcare company
Foresight Group has made a £5m growth capital investment into Northern Ireland’s largest private healthcare business, 3fivetwo Medical Group. The investment…
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Independent Financial Advisor, South East London
Serious about Wealth Management? Our client, Perspective (Thornton Springer) Ltd. are dedicated to smarter money management. In a complex and fast-moving financial…
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Not all advisers Senior Management and Certification Regime compliant
Almost a quarter of advisers are not yet with compliant the Senior Management and Certification Regime (SM&CR) that comes into force in…
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Charles Stanley expands financial planning team
Wealth manager Charles Stanley has added its financial planning team across the Group, with a three new hires. Tom De Burgh Williams…
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Tilney announces ‘resilient’ revenues
Tilney, the UK wealth management group, has announced what is described as ‘resilient’ revenues for the year ended 31 December 2018. Revenues…
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Has the market slowdown been averted?
Markets are in risk-on mode News from US-China trade negotiations feeding a more positive feeling Selling high yield corporate bonds into rally…
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Brewin Dolphin appoints Wealth Director
Brewin Dolphin, one of the UK’s leading wealth managers, has appointed Anthony Rawlinson as Wealth Director, based in their London office. Rawlinson…