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UK investment management industry AUM hits record £11.1trn

By Jack Gray

7/8/26

Assets under management (AUM) in the UK investment management industry reached a record high of £11.1trn in 2025, the latest figures from the Investment Association (IA) have shown

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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.

HNWIs with significant pension pots could face combined tax exposure of 67% under new IHT rules

High net worth individuals (HNWI) with significant pension pots could face combined income and inheritance tax (IHT) exposure of up to 67 per cent once unused pensions are brought within the scope of IHT, according to Claritas Tax

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First Wealth launches donor-advised fund

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HNWIs see taxes and govt policy as biggest threats to wealth

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Foster Denovo acquires Newcastle-based financial planning firm

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