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Today’s News
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Low risk ways to minimise inheritance tax before possible gifting clampdown in the Budget
Speculation is mounting that Chancellor Rachel Reeves could increase Inheritance Tax (IHT) by raising taxes on “gifting”. Below,… Read more
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Cash ISA reform back on the table ahead of November Budget
Chancellor Rachel Reeves is reportedly considering changes to the Cash ISA allowance to boost retail investing. While the… Read more
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Charles Stanley Q4 Outlook: “Market volatility will be high and susceptibility to downside risks will be elevated should companies make any misstep”
Patrick Farrell, Chief Investment Officer at Charles Stanley, observes that global markets are approaching Q4 with cautious optimism,… Read more
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Vitality’s medicated weight management pathway: early success and its impact on health insurance
Ahead of the release of its next Health Claims and Insights Report, data from Vitality’s new medicated weight… Read more
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Charities tighten investment criteria as ESG focus sharpens
ESG investment will become more important for charities over the next five years as they add further portfolio… Read more
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First-time buyers about to hit the two-salary ceiling – warns Twenty7tec
Is the nation about to hit the two-salary ceiling? That’s the question raised by Twenty7tec after new data revealed that… Read more
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What would a cut to the Cash ISA allowance mean?
Rumours are swirling that the Chancellor could cap how much savers can put into Cash ISAs, potentially halving… Read more
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Podcast #144: Emotional intelligence and adviser success: practical tips from a former adviser, with James Woodfall
In this week’s episode of IFA Talk, Matt and Sue are exploring a skill that every great financial… Read more
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Inspired Lending backs £2.6m acquisition and planning deal in Shrewsbury
Inspired Lending has provided a £2,600,000 facility to support the off-market acquisition and conversion of a former commercial… Read more
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Rising M&A volumes mask falling valuations for advice businesses – Legal insight on what IFAs need to know
New ONS data shows a surge in UK M&A activity — but deal values tell a different story.… Read more
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