Chloe Gronow
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Inheritance Tax and Capital Gains Tax on the rise ahead of possible Budget reforms
The latest HMRC update published this morning shows that the Chancellor collected £1,359 million in Capital Gains Tax (CGT) through the first…
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£100k tax trap to hit 2.3m taxpayers by 2029
Nearly 2.3 million taxpayers are set to earn over £100,000 by 2028–29, exposing them to the UK’s most punitive tax trap and stripping families of…
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Schroders UK Financial Adviser Survey 2025: Advisers look to diversify portfolios to strengthen resilience
UK advisers are prioritising diversification in client portfolios, boosting allocations to alternatives and emerging markets, the latest Schroders UK Financial Adviser Survey reveals.…
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UK master trusts show progress on climate change policy advocacy, but key gaps remain – LCP
As COP30 focuses global attention on the policies and intervention needed to deliver a net-zero future, LCP has analysed sixteen of the…
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Advice drives success: 95% say advice helps them hit their financial goals
As the nation looks ahead to next week’s Autumn Budget, new research from St. James’s Place’s Real Life Advice Report 2025 reveals the value…
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“Savers deserve choice”: Nottingham Building Society CEO and CSO urges Chancellor to protect the Cash ISA
With growing speculation that the Chancellor could halve the annual Cash ISA allowance from £20,000 to £12,000 or £10,000 in this month’s Budget, Nottingham…
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Britain’s rich are moving their money abroad as UK wealth managers fail to modernise
New data from Seismic shows that over half of all UK wealth managers aren’t equipped to handle the largest intergenerational wealth transfer…
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Cash ISAs under threat despite glaring popularity
Moneyfacts UK Savings Trends Treasury Report data shows cash ISA choice felt its biggest monthly dip since January 2024 as speculation persists over…
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Cash ISA allowance cut least popular potential Budget change among Brits, new AJ Bell research shows
Cutting the Cash ISA allowance is the least popular of all rumoured Budget measures, new AJ Bell research shows, with just 12%…
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DIY wills and AI: Why your clients should think twice
With AI-powered will-drafting tools on the rise, more clients are tempted to take a DIY approach—but the hidden legal and financial risks…

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