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M&PI Podcast #25: Near Prime mortgage trends and the evolving role of lenders, with Atom Bank’s Richard Harrison
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores the evolving near prime mortgage…
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STEP launches Barometer report to spotlight global trends in family wealth and succession planning
STEP, the professional body for trust and estate practitioners, has published its STEP Barometer 2026: Global trends in family wealth…
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Quilter ranked highest for the third year in FE fundinfo’s Platform Platinum Ratings 2026
FE fundinfo, a leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific…
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Debt Awareness Week: brokers remain key to supporting borrowers with complex credit
Debt Awareness Week is a timely reminder for intermediaries of the role they play in helping borrowers whose…
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Inheritance tax reforms drive demand for ‘gifting with control’ as wealthy families rethink succession plans
High Net Worth families are increasingly turning to ‘gifting with control’ strategies as inheritance tax (IHT) reforms prompt…
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Mortgage shelf-life nosedives amid market uncertainty
Mortgage activity picked up during February, but new data from the Moneyfacts UK Mortgage Trends Treasury Report suggests…
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Enter STEP’s Financial Advisor Team of the Year!
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. If…
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First new UK life insurer to launch in nearly 20 years – Certua Life receives FCA/PRA authorisation
Certua Life Limited (“Certua Life”), the first new protection-focused life insurer to be authorised in the UK in…
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Rightmove HPI: steady March market so far despite global uncertainty as experts react
The latest Rightmove House Price Index shows that average new seller asking prices rose by 0.8% (+£3,023) in March to…
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Simon Martin from Aviva provides a practical guide to making the most of pension contributions and tax relief before 5 April
As we move towards the end of the tax year, clients’ minds are often focused on ensuring tax…
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