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A wealth tax would be a poor substitute for properly taxing the sources and uses of wealth
As the Autumn Budget approaches, speculation is mounting over potential tax rises—and one idea stirring both interest and…
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SmartSearch and Plannr partner to deliver seamless AML compliance for wealth management firms
SmartSearch, the UK’s leading provider of digital anti-money laundering (AML) and compliance solutions, is pleased to announce a…
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Podcast #130: Education Champions are building better money habits for the next generations, with Vilma Marques at the CII and PFS
In this week’s episode of IFA Talk, we’re diving into the vital topic of financial education for young…
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IG calculates cash ISA savers miss out on £134k in real returns vs FTSE investors since 1999
UK savers maxing out their cash ISA allowance every year since ISAs launched would have lost out on…
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Pounds in pockets: why natural income matters in retirement income planning
An exclusive interview with BNY Investments’ Paul Flood For many investors approaching or in retirement, getting a high…
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BareRock appoints Lee Robertson as non-executive director
BareRock, the digital-first Professional Indemnity Insurance (PII) provider, today announced the appointment of Lee Robertson as Non-Executive Director and Head…
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Loan origination platform Mast joins the Equity Release Council
The Equity Release Council (the Council) is delighted to welcome loan origination platform, Mast, as its newest member. …
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Retail investor push in Mansion House speech – benefits and blows
As we turn our attention to this year’s Mansion House speech, all eyes are on Chancellor Rachel Reeves…
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One in eight new lifetime mortgages from high value homeowners in H2
Research from lifetime mortgage lender Pure Retirement has found that in Q2 nearly one in eight (12%) of…
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Nucleus launches ‘Voice of the Adviser Survey’
Nucleus has launched a new survey for 2025, exploring the issues that matter most to its users. Tapping…
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