Meg Bratley
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Popularity of trusts soars as pensions move into scope for IHT
With pensions set to come into scope for inheritance tax (IHT) from 2027, legacy wealth planning is becoming increasingly significant. Many clients…
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AdviserSoftware.com launches new technology index to support better understanding of adviser use of technology
AdviserSoftware.com, part of market-leading advice tech consultancy Financial Technology Research Centre (FTRC), has launched its inaugural “Adviser Technology Index” (ATI), taking a…
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IFS: The tax system is making net zero more costly than it has to be
The government’s commitment to achieving net zero by 2050 is an ambitious one that will involve costs to households and firms. The…
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FCA continues mortgage rule review to boost home ownership
First-time buyers, the self-employed and people borrowing into retirement could benefit from further possible changes to mortgage rules. The FCA is seeking…
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CII sets out vision for vulnerability data sharing
The Chartered Insurance Institute (CII) has outlined a vision for transforming how vulnerability data is shared across the insurance and personal finance…
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Five hacks to generate £16,000 of tax-free income
Families could boost their income by more than £16,000 without handing a penny of it to the taxman, using five simple tax…
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Women take the financial reins: Unbiased reveals surge in solo advice-seeking as wealth transfers shift the balance
New research by Unbiased, the UK’s leading financial advice platform, has revealed that women are more likely than men to seek advice…
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UK will lose more millionaires than any country in the world this year
According to Henley & Partners’ annual Wealth Migration Report, the UK will haemorrhage 16,500 millionaires over the course of 2025, more than…
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Choice of buy-to-let mortgages rises to a record high: Moneyfacts
Product availability for buy-to-let mortgages reached a record high and the average two-year fixed rate has dropped below 5% for the first…
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EIS Association celebrates 2025 Award Winners at the House of Lords
The Enterprise Investment Scheme Association (EISA) has announced the winners of the 2025 EISA Awards at the House of Lords, Westminster. Celebrating…
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