Proposals to include pensions in inheritance tax (IHT) rules risk discouraging saving, delaying bereavement payouts, and ...

For financial advisers, tax-efficient schemes present powerful tools for addressing client needs across tax planning, estate ...

This week, the Professional Adviser Awards 2026, celebrating excellence, opened for entries. Standout advice firms, providers ...

The firm said the new name reflects the integration of long-standing Jersey-based advisory firm Homebuyer Financial Services ...

The Investing and Saving Alliance (TISA) alongside big names in the advice and retirement profession have urged the ...

When it comes to managing global equity funds (and riding superbikes) there is a need for a firm grasp of what can undermine ...

Despite Financial Ombudsman Service (FOS) chair Baroness Manzoor’s refusal to answer the Treasury Committee’s questions in a ...

Jim London looks at the sceptical nature of Gen Z and asks what it means for the future of wealth management... Wealth management is at a generational inflection point. By 2050, more than £7trn is ...

Despite Financial Ombudsman Service (FOS) chair Baroness Manzoor’s refusal to answer the Treasury Committee’s questions in a recent evidence session on former CEO Abby Thomas’ sudden departure, its ...

When it comes to compliance, seeing what happened should include seeing how it happened, and when, writes David Clee ...

The Financial Conduct Authority (FCA) has reaffirmed its commitment to diversity, equity and inclusion (DEI) within both its ...

Across the UK, thousands of SME directors are quietly accumulating excess cash within their companies, often a by-product of ...