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Govt to introduce CGT ‘Founders’ Relief’ while halving BADR

By Jack Gray

28/10/26

Chancellor, John Healey, has announced the introduction of a new ‘Founders’ Relief’, which will provide a 10 per cent capital gains tax (CGT) rate for qualifying founders on up to £10m of gains, and halved Business Asset Disposal Relief (BADR)

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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.

Chancellor abandons Reeves' 'car crash' ISA reforms; property income tax rates raised

Chancellor, John Healey, has scrapped controversial plans to cut the annual cash ISA allowance from £20,000 to £12,000 and increased property income tax rates at the Autumn Budget

Motive Partners completes acquisition of Mobius

Private equity firm Motive Partners has completed the acquisition of investment administrator Mobius for an undisclosed sum

P1 launches calculator for retained cash interest on platforms

P1 Platform has launched an online calculator that enables advisers to compare the ‘true cost’ of an investment platform once interest retained on client cash balances is included

Advisers agree they remain accountable for investment governance when outsourcing

The majority of financial advisers agree that they remain accountable for investment governance despite the shift towards outsourced portfolio management, a study for Raymond James has found

UK risks becoming ‘nation of company sellers’ rather than scale-ups

The UK is at risk of becoming a nation of company sellers rather than scale-ups, as a rising number of business owners consider whether the rewards of further growth justify the risk and effort, Rathbones Group has warned

Plum receives regulatory approval to deliver targeted support

Fintech Plum has received authorisation from the Financial Conduct Authority (FCA) to offer targeted support through its investment entity Saveable

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Finli Group makes five acquisitions in Q3

Financial planning business Finli Group completed five acquisitions in the third quarter of 2026

Advice firms report surge in IHT and pension queries ahead of Budget

Financial advice firms have reported a surge in enquiries relating to inheritance tax (IHT) and pensions ahead of the Autumn Budget, according to The Personal Investment Management & Financial Advice Association (PIMFA)

Estate practitioner clients withdrawing from pensions ahead of IHT changes

Clients are withdrawing money from their pensions earlier or faster than planned due to the forthcoming changes to inheritance tax (IHT), according to members of the Society of Trust and Estate Practitioners (STEP)