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Tavistock to rebrand as Vertex Group as it acquires majority stake in Plus Group


By Jack Gray

Investment advice firm Tavistock has acquired 87.9 per cent of Plus Group, a provider of AI agent technology and paraplanning services to UK financial advice companies, and has begun to rebrand to Vertex Group


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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


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Overseas authorities increase scrutiny of UK-based HNWIs’ assets

HMRC received 1,553 requests for information on UK taxpayers from overseas authorities in 2025, the highest level in five years, according to Lubbock Fine

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Absolute Financial expands in south-east England with four acquisitions

Independent financial adviser (IFA) consolidator Absolute Financial Group has completed four acquisition deals in the south east of England

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IHT changes driving increased use of tax-free pension cash for gifting

Around one in four people plan to access their tax-free pension cash and make use of their allowances to gift to their beneficiaries, rather than passing it on through inheritance after death, according to Hargreaves Lansdown

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Active deal flow and US interest reinforces durability of UK wealth management M&A market

Continued consolidation and interest from US-based sponsors reinforced the durability of the UK wealth management merger and acquisition (M&A) market in the first half of 2026, as the market becomes more institutionalised, according to Berkshire Global Advisors

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FCA secures majority of victims’ money from investment fraud case

The Financial Conduct Authority (FCA) has recovered the majority of victims’ money from an investment fraud case after obtaining a confiscation order against a convicted fraudster

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HMRC recovers £1.36bn from IHT investigations

HMRC recovered more than £1.36bn in unpaid inheritance tax (IHT) from investigations over the past five years, figures obtained by NFU Mutual have revealed

WBS and Aviva extend partnership to deliver services for advised and direct platforms

WBS has extended its partnership with Aviva for an additional five-year period to provide dealing and custody services for UK-listed equities and ETFs via its advised and direct platforms

AI use among financial advisers rises by 31 percentage points in a year

The proportion of UK financial advisers using artificial intelligence (AI) has increased by 31 percentage points over the past year, analysis from Intelliflo has revealed
Almost three-quarters of savers unaware pensions could face IHT from 2027

Almost three-quarters (74 per cent) of pension savers are unaware that unused pension funds could become subject to inheritance tax (IHT) from April 2027, research from Penfold has revealed

Moneybox completes £45m PISCES-enabled secondary share sale

Wealth management platform Moneybox has completed its £45m secondary share sale through the London Stock Exchange Private Securities Market (PSM) built on the UK’s PISCES framework

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