Chloe Gronow
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Market report: Surplus surprise masks ongoing spending pressures
John Wyn Evans, head of market analysis at Rathbones, notes that January’s £30.4bn budget surplus was boosted by one-off tax receipts and…
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Industry reaction: Inheritance tax receipts rise to £7.1 billion in ten months
Inheritance tax (IHT) receipts reached £7.1 billion in the first ten months of the 2025/26 tax year, according to HM Revenue & Customs (HMRC)…
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The AI-driven productivity tide may not lift all boats says PIMCO’s Tiffany Wilding
Tiffany Wilding, economist at PIMCO, warns that while AI-driven productivity has supported US growth and asset prices, the gains are accruing largely…
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How tax-efficient investing is being reshaped for 2026 and beyond
As tax-efficient investing moves into a new phase, advisers are being asked to navigate a far more complex mix of policy change,…
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Spike in new JISA openings with a 19% increase on the previous quarter, reveals Scottish Friendly’s Investor Index
Junior ISA openings saw relative growth almost three times higher than ISAs quarter-on-quarter (19% vs 5%),according to Scottish Friendly. The modern mutual’s…
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CISI awards three new Honorary Fellowship
The board of the Chartered Institute for Securities & Investment (CISI) is delighted to announce that three Honorary Fellowships have been awarded…
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Majority of self-employed higher earners are not saving into a pension
New analysis from Fidelity International’s ‘No Boss, No Pension’ campaign reveals that the majority of the UK’s higher-earning entrepreneurs are failing to save into…
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Divorce, pensions and navigating a 50+ year old Act in HNW cases
Richard Kershaw, partner at Hunters Law LLP, outlines how financial settlements on divorce rely on specialist input, with pensions often requiring Pensions…
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AJ Bell Investcentre streamlines Bed and ISA process
AJ Bell Investcentre has streamlined its Bed and ISA process for advisers and clients as part of wider efforts to make flexible,…
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Industry experts react as UK inflation cools to 3% amid growing pressure for a March rate cut
UK inflation has fallen to 3.0% in the 12 months to January, down from 3.4% previously and marking its lowest level since…

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