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Just 2.3% of family businesses prepared for exit


By Jack Gray

Advisers believe just 2.3 per cent of families considering a business exit are ‘fully ready’, according to a report from Julius Baer


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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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First Wealth acquires Kent-based wealth management firm

Financial planning firm First Wealth has acquired Accumulate Wealth Management (Kent) for an undisclosed sum

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AI one of the 'most influential' advisers in the UK

Artificial intelligence (AI) is one of the most influential advisers in the UK, with tools shaping financial decisions over an estimated £47.7bn of UK savings and investments, The Lang Cat has stated

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Alltrust launches IHT/pension toolkit for advisers following Family Suntrust acquisition

Pension administrator Alltrust Services has launched a toolkit designed to help advisers plan for unused pensions being brought into the scope of inheritance tax (IHT), and completed the transfer of the Family Suntrust book

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Financial advisers expect to increase MPS usage over the next three years

More than eight in 10 (82 per cent) financial advisers expect to increase their use of model portfolio services (MPS) over the next two to three years, analysis from Nedgroup Investments has found

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Advisers seek pension tax certainty ahead of Budget

The majority of financial advisers want greater certainty over pension taxation and are calling for a simpler tax system ahead of next week’s Autumn Budget, according to Royal London

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Quilter Cheviot expands MPS range

Quilter Cheviot is expanding its managed portfolio service (MPS) with the launch of a short-term ‘liquidity’ portfolio and a widening of its index-tracker MPS range

Titan Wealth launches financial planner academy

Titan Wealth has launched an academy aimed at developing a new generation of advisers by broadening access to financial planning careers to people from a wider range of backgrounds

UK wealth managers embracing AI faster than global peers

UK wealth managers are embracing artificial intelligence (AI) at a faster rate than their global peers, although clients remain cautious about its role in managing their wealth, analysis from Avaloq has shown
FCA bans and fines former Vector Wealth chief executive

The Financial Conduct Authority (FCA) has banned former Vector Wealth chief executive, Jeffrey Dawkins, and fined him nearly £270,000 over misconduct that led to £4m of losses from high-risk investments

IHT receipts rise by £330m in first six months of 2026/27; CGT take remains steady

Inheritance tax (IHT) receipts increased by £330m year-on-year in the first six months of the 2026/27 tax year, while capital gains tax (CGT) take remained steady over the same period, according to figures from HMRC

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