Latest News

Almost half of UK adults would support introduction of wealth tax at Budget


By Jack Gray

Over two in five (44 per cent) people in the UK would support the introduction of a wealth tax as a percentage of total assets, while only 23 per cent of people are against it, research from AJ Bell has found


Highlighted Content

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.


Story 2

Financial advice ‘more important than ever’ amid lack of retirement confidence

Financial advice and education are “more important than ever” as investors lack confidence about retirement and their long-term financial security, a study from Amundi has found

Story 3

Invesco launches behavioural intelligence tool for wealth platforms

Invesco has launched its behavioural intelligence platform technology, Personalised Investor Engine (PIE), which has been designed to support banks and wealth platforms with turning more savers into long-term investors

Story 4

People moves: FNZ, Wealth at Work, and Ogier Global

The latest appointments in the wealth management industry

Story 2

HNW entrepreneurs’ optimism set to drive $367bn in AI investments

Global high net worth (HNW) entrepreneurs are planning to increase their investment in artificial intelligence (AI) for their primary businesses, amid expectations that the technology will unlock new opportunities for growth, according to a report from HSBC Private Bank

Story 3

Pensions IHT plans risk creating probate 'catch-22'

Proposed changes to the inheritance tax (IHT) treatment of pensions could leave bereaved families unable to access pension funds needed to pay tax before probate is granted, the Society of Trust and Estate Practitioners (STEP) has warned

Story 4

Royal London launches estate and inheritance planning framework

Royal London has launched an estate and inheritance planning framework designed to support adviser firms with preparations for the upcoming changes to inheritance tax (IHT) and personal representative responsibilities from April 2027

Building stronger investment culture ‘not about reform or intervention’ – FCA

Building a stronger investment culture in the UK is not about reform or intervention, it is about creating the conditions for consumers to invest with confidence and for firms to grow, the Financial Conduct Authority (FCA) has stated

Wealth & Asset Management Awards 2027 open for entries

The Wealth & Asset Management Awards 2027 are now open to entries from companies in the wealth and asset management sectors
HMRC’s IHT receipts fall year-on-year in August while CGT take rises

The government’s inheritance tax (IHT) receipts fell year-on-year in August 2026, while capital gains tax (CGT) take rose over the same period, according to the latest figures from HMRC

Frequent policy changes 'undermining' long-term financial planning

Frequent changes to investment, savings, and pensions policy are discouraging long-term financial planning, the Investment Association (IA) has warned

View More News

Check out our latest appointments


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


© 2019 Perspective Publishing     Privacy & Cookies