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HMRC sets out pension/IHT information-sharing and payment processes


By Callum Conway

HMRC has published further details on how pension schemes, personal representatives and beneficiaries will be expected to manage inheritance tax (IHT) on pension death benefits from 6 April 2027, including new information-sharing, withholding and direct-payment requirements


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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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Over a quarter of clients using AI tools to support advice

Financial advisers believe that more than a quarter (28 per cent) of their clients are using artificial intelligence (AI) tools to support traditional advice, according to research from Wealthtime

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Weatherbys enhances Lombard lending services

Weatherbys Private Bank has updated its Lombard lending capabilities, as it looks to meet its long-term commitment of combining a client-centred ethos with technological innovation

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People moves: Openwork, Quilter Cheviot, and Monument

The latest appointments in the wealth management industry

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Young investors putting trust in AI despite misunderstandings

The majority of younger investors trust artificial intelligence (AI) to help them with investing, although many misunderstand the regulatory safeguards that are in place when using the technology, the Financial Conduct Authority (FCA) has found

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CGT liabilities rise by 89% to record high in 2024/25

Capital gains tax (CGT) liabilities increased by 89 per cent to a record high of £24.2bn in the 2024/25 tax year, the latest figures from HMRC have shown

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Think tank calls for tax shift from younger workers to older people and wealth

The Institute for Public Policy Research (IPPR) has urged the government to enact policies that shift some of the tax burden away from young and working-age people towards property, older people, and wealth

Daintree Wealth Management partners with AJ Bell’s Custody Solutions business

Daintree Wealth Management has partnered with AJ Bell Custody Solutions, a ‘model B’ solution for adviser and wealth management firms

Fairstone acquires Belfast-based investment management firm

Wealth management group Fairstone has expanded its presence in Northern Ireland with the acquisition of investment management firm Ferguson Hill Asset Management
EGR Wealth enters administration

Wealth management firm EGR Wealth has entered administration, with joint administrators appointed to oversee the process, the Financial Conduct Authority (FCA) has announced

Aviva launches ‘High Value’ protection offering for advisers with HNW clients

Aviva’s protection team has launched an integrated ‘High Value’ proposition to support advisers with navigating the increasingly complex needs of high net worth (HNW) clients

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