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Inheritance tax receipts hit £2.8 billion in first four months of the year – Industry Reaction
Inheritance Tax receipts for April 2024 to July 2024 are £2.8 billion, which is £0.2 billion higher than…
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Podcast #89: Are we set for more market volatility? With Jupiter AM’s Huw Davies
There’s been a lot going on with market moves of late with plenty of volatility to keep investment…
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Equity Release Council launches guide to support the development of Retrofit Lifetime Mortgages
The Equity Release Council has, today unveiled new guidance for member firms to consider when launching retrofit lifetime…
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Number of people paying dividend tax doubles in three years
The number of people expected to pay dividend tax in the 2024/25 tax year has almost doubled since…
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Five ways to conduct a good sludge audit and why Consumer Duty makes it vital
We’ve been helping firms assess whether their products, journeys, and communications ‘exploit’ consumer biases, emotions, and vulnerabilities, writes…
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Strong Inflows and Shifting Dynamics: July 2024 European Asset Flow Insights from Morningstar
In July, Europe-domiciled long-term funds experienced robust net inflows of EUR 44 billion, contributing to a total of…
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Resilience and Risk: How UK Banks Are Bracing for the Next Financial Shock
In August 2024, the Bank of England released its second Resolvability Assessment Framework (RAF) report, examining how prepared…
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Government plans last-ditch Pension Credit awareness drive ahead of Winter Fuel Payment cut-off
Tom Selby, director of public policy at AJ Bell, comments: “Chancellor Rachel Reeves’ decision to means-test the Winter…
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Labour policies will enhance economic growth, according to global fund manager survey
According to Quilter Investors’ latest Investor Trends Survey, fund groups overwhelming anticipate Labour’s policies will enhance economic growth, at…
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What are the risks with applying for a divorce online? Legal expert highlights why and how many couples end up regretting it
Sadly, many couples will file for divorce online – but without much consideration as to the outcomes. In…
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