Meg Bratley
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Hot-spots for international HNW migrants: the UAE, Portugal, Italy, Monaco and Australia top global destinations
With over 135,000 millionaires forecast to migrate from their country of residence in 2025, what geographies are HNWs likely to be looking…
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Industry reaction to this morning’s IHT receipt data
Following this morning’s news that inheritance tax receipts are up 11.8% in the last year reaching a record breaking high with a…
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Elston launches direct gilts research service and MPS for financial advisers
Elston Consulting today announces the launch of its Direct Gilts research service for Financial Advisers looking to make individual gilts recommendations, alongside…
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FCA urged to stick with principles-based regulation on investment disclosure
Rachel Vahey, head of public policy at AJ Bell comments: “We welcome and support the FCA’s efforts to make sure customers have…
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Royal London and Turn2us extend partnership to break down barriers to financial insecurity with £2 million donation
Royal London, the UK’s largest life, pensions and investment mutual, today announces a £2 million boost to its partnership with Turn2us, a…
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69% of financial advice seekers expect Labour government policies to ‘materially affect’ their finances
69% of people who sought professional financial advice via Unbiased in the last year say they expect Labour’s recent economic policies to…
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Nationwide cuts higher loan-to-value mortgage rates
Nationwide is reducing rates by up to 0.26 percentage points effective from tomorrow, Friday 21 March. The rate cuts will apply to…
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Advisers recognise benefits of smoothed funds but are put off by complexity and price – Wesleyan and the Lang Cat
A new generation of smoothed funds are helping advisers to manage volatility and comply with regulation, but providers must do more to…
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Inheritance tax receipts 11.8% up on last year at £7.6bn
Inheritance Tax receipts for April 2024 to February 2025 are £7.6 billion, which is £0.8 billion higher than the same period last…
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70% of advisers worried about pension and IHT changes as half of clients impacted
A new poll of UK financial advisers conducted by Quilter, the adviser platform, reveals 71% of advisers are worried about pensions becoming…
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