Meg Bratley
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IHT stats highlight how fiscal drag continues to swell tax receipts
HMRC’s latest inheritance tax (IHT) statistics for the 2022/23 tax year reveal a significant £710 million increase in liabilities compared to the…
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Number of estates liable to inheritance tax rises by 13% ahead of ‘seismic’ reforms due next year
New figures released by HMRC today show that the number of estates liable to pay inheritance tax rose by 13% in 22-23 vs the…
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Defaqto releases most comprehensive MPS analysis to date
The Managed Portfolio Services (MPS) market has entered a new era of rapid expansion and diversification, according to the newly released Defaqto in…
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Employee pension participation rises in 2024 but 45% of adults still not saving and opt-outs high
The Department for Work & Pensions today published its ‘Workplace pension participation and savings trends: 2009 to 2024’. It finds that round…
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Two years of Consumer duty: Dynamic Planner unveils key insights in new whitepaper
To mark the second anniversary of Consumer Duty, Dynamic Planner has shared a new whitepaper focused at offering timely insight into real-world…
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Sparrows Capital expands SCore MPS market range for advisers
Evidence-based investing pioneer Sparrows Capital is pleased to announce a significant enhancement to its top performing Sparrows SCore MPS Market range, providing financial advisers…
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More estates face inheritance tax as liabilities Jump 12%, industry professionals share their views
Annual Inheritance Tax liability statistics from HM Revenue and Customs today revealed that in the tax year 2022 to 2023: Based on…
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Trump’s tariffs saw nearly half of DIY investors’ investments fall in value – will 1st August spark more tariff turmoil?
When first announced, Trump’s tariffs rocked global markets and supply chains, and by extension, individual’s investment portfolios and pension pots. This caused…
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New Vitality research finds young adults want cover, but are looking for more than a payout
New research from Vitality reveals Gen Z and Millennials are not only aware of protection insurance, they’re actively interested in it. While…
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NatWest Group agrees partnership with Landbay to deliver BTL mortgages
NatWest Group has announced a partnership with Landbay, a leading fintech platform for buy-to-let mortgages. The agreement will see NatWest Group enter…
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