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Inheritance tax reforms drive demand for ‘gifting with control’ as wealthy families rethink succession plans
High Net Worth families are increasingly turning to ‘gifting with control’ strategies as inheritance tax (IHT) reforms prompt…
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Mortgage shelf-life nosedives amid market uncertainty
Mortgage activity picked up during February, but new data from the Moneyfacts UK Mortgage Trends Treasury Report suggests…
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Enter STEP’s Financial Advisor Team of the Year!
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. If…
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First new UK life insurer to launch in nearly 20 years – Certua Life receives FCA/PRA authorisation
Certua Life Limited (“Certua Life”), the first new protection-focused life insurer to be authorised in the UK in…
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Rightmove HPI: steady March market so far despite global uncertainty as experts react
The latest Rightmove House Price Index shows that average new seller asking prices rose by 0.8% (+£3,023) in March to…
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Simon Martin from Aviva provides a practical guide to making the most of pension contributions and tax relief before 5 April
As we move towards the end of the tax year, clients’ minds are often focused on ensuring tax…
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Mortgage searches reach 1.81m in February, up 3.6% year on year
Adviser mortgage search activity remained robust in February despite a slight cooling following the strong start to the…
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Could returning to the UK trigger a tax bill? What expats returning from the Middle East need to know
HMRC is reportedly examining whether tax concessions could be introduced for Britons forced to return due to instability in…
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The 15-minute speed clean to boost your finances
With spring often tempting us to refresh wardrobes and book holidays, experts at MoneySuperMarket warn that now is a good…
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Women invest, but confidence holds them back, Rathbones study finds
Women are just as likely as men to plan their finances carefully but are significantly less likely to…
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