Meg Bratley
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Four tax changes to watch out for in the 2026/27 financial year
As the 2025/26 tax year draws to a close, many clients will already have acted on year-end planning opportunities. But with a…
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Mortgage rates and human behaviour: why small changes create big reactions
Written by Sarah Thompson, Group Financial Services Director, Mortgage Scout Mortgage rates have returned to the headlines in recent weeks, with some…
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BRI Wealth Management completes acquisition of West Midlands Wealth Management
BRI Wealth Management (‘BRI’), the leading Coventry-based wealth management firm, today announces the completion of its acquisition of financial advisory firm, West…
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AJ Bell launches tax-free cash tracker to save 100 days of adviser telephone calls a year
AJ Bell Investcentre has launched a new pension commencement lump sum (PCLS) tracker, streamlining the PCLS process and saving valuable time for…
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UK expats fleeing Middle East could face UK tax residence and potentially a substantial tax bill
Hoxton Wealth’s Claire Spinks explains why UK expats fleeing escalating tensions in the Middle East for the safety of home may be…
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First time buyers reassessing their careers to get on the housing ladder as they face a £21k income gap
New research from Aldermore’s First Time Buyer Index reveals that more than a third of prospective FTBs (35%) need an average annual salary of…
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Vanishing act of sub-4% fixed rate mortgages
A cut to Bank of England Base Rate (BBR) looks increasingly unlikely, with the upheaval in mortgage re-pricing leading to a vanishing…
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Scottish Widows strengthens distribution team with three senior appointments
Scottish Widows has made three senior hires to bolster its intermediary distribution capability and support its growth ambitions across the advised wealth market. Caroline Miller, who…
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LiveMore lowers minimum age to 40 as midlife mortgage crisis grows
LiveMore has reduced its minimum borrower age from 40 to 40, addressing increasing financial pressures faced by midlife borrowers and responding to…
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How Middle East tensions are shaping European markets | AJ Bell
Geopolitical tensions in the Middle East have heightened global economic risks, particularly through inflationary pressures and energy price volatility. European economies are…
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