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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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The crowdfunding phenomenon: it is advisable?
Crowdfunding is a fast-growing sector and Julia Groves, Head of Crowdfunding at Downing, believes advisers shouldn’t be missing out. When Nesta published…
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David Cowell: ”The majority of investment advisers now outsource portfolio management…”
The majority of investment advisers now outsource portfolio management, according to the latest Schroders Adviser Survey. Findings from the Q4 research, which…
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David Rushton Associates acquired by AFH
AFH has acquired the assets of Lancashire based IFA David Rushton Associates. AFH will pay a maximum of £298,125 representing approximately 1.8%…
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Fairstone completes My Wealth Management deal
Fairstone Group has now fully acquired Leicestershire-based My Wealth Management. Fairstone took a minority stake in My Wealth Management three years ago…
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Hampden wins HNW business
Hampden & Co, an independent bank which opened in June 2015 to offer private banking facilities, has won a contract to look…
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It’s that time of year again: the 12 stocks of Christmas!
On the fifth day of December investment research analyst at The Share Centre Ian Forrest gives us 12 companies he thinks could…
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Event Follow Up: The benefits of EIS
Andrew Castell of Par Equity LLP considers what EIS are, why they exist and which clients they are suitable for. This session explored…
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David Cowell: “British exporters should be making hay (or at least silage)…”
British exporters should be making hay (or at least silage): The next ECB Council meeting is on the 8th December. We had…
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FCA should do more to protect consumers says trade body, as should IFAs
The FCA is being asked to do more to protect consumers by tightening the rules around the provision of unregulated investments. The…
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Aberdeen Asset Management’s profits fall: “Economic and political newsflow has weighed on investor sentiment and as expected has led to further outflows from our business.”
Aberdeen Asset Management’s full year results (to September, 2016) show that underlying profit before tax fell to £352.7m from £491.6m. Net revenue…