News

With around 40 private-equity backed consolidators all looking to snap up UK wealth managers, many are wondering: what comes ...
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 ...
The firm said the new name reflects the integration of long-standing Jersey-based advisory firm Homebuyer Financial Services ...
Despite Financial Ombudsman Service (FOS) chair Baroness Manzoor’s refusal to answer the Treasury Committee’s questions in a ...
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 ...
This week, the Professional Adviser Awards 2026, celebrating excellence, opened for entries. Standout advice firms, providers ...
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 ...
The Financial Conduct Authority (FCA) has reaffirmed its commitment to diversity, equity and inclusion (DEI) within both its ...
Fairstone has grown fast, recently announcing the 100th partner firm to join the business as it reaches £20bn of client ...
Across the UK, thousands of SME directors are quietly accumulating excess cash within their companies, often a by-product of ...