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Inheritors face ‘confidence gap’ in Great Wealth Transfer

By Jack Gray

29/10/26

Inheritors face a confidence gap in the Great Wealth Transfer, with many making major financial decisions before they feel ready, according to a study from Capital Group

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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

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

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