Latest News

Healey as Chancellor a ‘surprise’ but seen as a ‘safe pair of hands’


By Jack Gray

The wealth management and advice industry has voiced its surprise at John Healey’s appointment as Chancellor, but described the former Defence Secretary as a “safe pair of hands”


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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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Government’s IHT and CGT receipts rise in June

The government’s inheritance tax (IHT) and capital gains tax (CGT) receipts increased in June 2026, with both taxes seeing record takes in 2025/26, according to the latest figures from HMRC

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Rising tax burden weighs on higher earners amid growing wealth tax fears

Higher earners in the UK are already facing a ‘significant’ tax burden and growing speculation of potential new taxes on wealth is exacerbating concerns, Rathbones has warned

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People moves: Multrees, EV, and BRI Wealth Management

The latest appointments in the wealth management industry

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John Healey replaces Rachel Reeves as Chancellor

Former Defence Secretary, John Healey, has been appointed as the new Chancellor of the Exchequer following the departure of Rachel Reeves

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‘Hidden gap’ emerging in over-55s’ wealth transfer plans

A ‘subtle but important’ gap is emerging between confidence in retirement spending and wealth transfer strategies among affluent parents aged 55 and over, according to Titan Wealth

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Fairstone acquires two north east-based advice firms

Fairstone has expanded its presence in the north east of England with the acquisition of two independent financial advice firms

Family security seen as primary motivator for HNWIs

High net worth individuals (HNWI) view the pursuit of family security as the greatest motivator for wealth accumulation, a behavioural report commissioned by Y Tree has found

‘Confidence during market volatility’ identified as key driver of MPS growth

Providing confidence during market volatility has been identified as the client need most effectively addressed by model portfolio services (MPS), according to a study from Nedgroup Investments
Burnham urged to rule out wealth tax amid growing capital flight fears

Prime Minister, Andy Burnham, needs to kill speculation of a wealth tax immediately, which is already encouraging wealthy individuals and investors to move assets overseas, the CEO of the independent financial advisory organisation DeVere has warned

Semi-liquid funds motivating advisers to increase personal investment in private markets

Wealth managers and independent financial advisers (IFA) are planning to boost their personal private market investments as semi-liquid vehicles become increasingly available, research from Wealth Club has revealed

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