Jenny Hunter
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TrinityBridge Appoints Andrew Knight as Client Relationship Director for Scotland
TrinityBridge, a leading wealth management firm with offices in Glasgow and Edinburgh, is pleased to announce the appointment of Andrew Knight as…
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The FCA’s five-year vision: an opportunity for firms to reimagine regulation, according to Bernadine Reese, Protiviti
Let’s be honest—when someone says “regulation”, many people in the industry can disengage. But for Bernadine Reese, Managing Director of the Risk…
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Government’s consultation on agricultural and business property reforms: how will this affect inheritance tax?
On 7 April 2025, the Department for Environment, Food & Rural Affairs (‘DEFRA’) published its Farming Profitability Review, adding further dialogue to…
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Millions of people in the UK reach retirement age with a private annual pension of just £3,650, according to now:pensions
Almost 9 million people in the UK remain significantly underpensioned compared to the broader population. The latest data reveals that underpensioned groups…
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Introducing six newly Chartered corporate firms with the CII
Six insurance and financial planning firms have achieved Chartered Insurance Institute (CII) Chartered status in the first quarter of 2025. Chartered status…
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State of confusion: Half of UK adults in the dark about the State Pension according to Standard Life
There is a widespread lack of awareness around the state pension, with many adults unsure of how much they will receive and…
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Dentists’ Provident 2024 annual report shows continued strong performance
The 2024 annual report from Dentists’ Provident, a leading income protection provider for dental professionals, shows that the Society continues to perform…
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Air enhances its commitment to adviser support with app launch
Market-leading later life lending platform Air is further enhancing its commitment to adviser support with the launch of the Air App, exclusively…
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Family Investment Companies come of age! ~ David Batchelor, Wills & Trusts Partnership Ltd, shares an often overlooked estate and IHT solution
The October Budget turned Inheritance Tax (IHT) on its head. Any client that had an IHT liability probably had it increased significantly…
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Steady hands and clear plans to support clients through financial planning shifts
Whether it’s inheritance tax reform creeping closer, pensions losing their once-sacred place outside the estate, or market ups and downs making clients…
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