Latest News

Tories pledge to remove IHT from primary residence and increase NRB


By Jack Gray

The Leader of the Opposition, Kemi Badenoch, has announced plans to cut inheritance tax (IHT) if the Conservatives win the next general election by removing family homes from the tax and increasing the nil-rate band (NRB)


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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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HSBC reportedly planning widespread job cuts in UK wealth business

HSBC is planning widespread job cuts in its UK wealth management business as it increasingly adopts artificial intelligence (AI) tools to help serve high net worth (HNW) clients, according to reports in the Financial Times (FT)

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Global financial assets rise to record high in 2025

Global household financial assets increased by 8.6 per cent to a record high of £228trn last year, with markets generating around four fifths of the improvement, a report from Allianz has revealed

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Three in five concerned about pension tax changes ahead of Autumn Budget

More than three in five workers surveyed by Penfold are concerned about potential changes to pension taxation in the upcoming Autumn Budget, with tax relief emerging as the biggest area of concern

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People moves: Quilter Cheviot, Nucleus, and AJ Bell

The latest appointments in the wealth management industry

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AI having ‘limited impact’ on advice gap despite adviser capacity gains

Artificial intelligence (AI) is having a limited impact on the advice gap, despite it providing gains in adviser capacity, according to NMG Consulting

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My Pension Expert acquires InterestMe client books following administration

My Pension Expert has acquired the client books and associated assets of InterestMe Advisers and InterestMe Financial Planning after the firms entered administration on 24 September 2026

Older clients do not expect adviser relationship to pass to next generation

Advised clients aged over 65 with children lack confidence that their adviser relationship will continue into the next generation, a report from Boring Money has shown

8.6 million unadvised adults hold £1.21trn of investable assets

Around 8.6 million people in the UK aged between 35 and 70 have £20,000 or more in investable assets but are not paying for advice, research from The Lang Cat has found
AJ Bell and Standard Life partner to launch new offshore bond

AJ Bell has partnered with Standard Life to launch a new offshore bond on its Investcentre platform

Team plc to acquire Lancashire-based wealth management firm for £3m

Team plc has agreed to acquire Lancashire-based wealth management and stockbroking firm Hedley & Co for £3m

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