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Advisers voice ‘overwhelming’ concerns about pensions coming into scope of IHT


By Jack Gray

Independent financial advisers (IFA) are concerned about pensions coming into scope of inheritance tax (IHT) and income tax for deaths occurring after 75 from April 2027, a survey from Quilter has shown


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Wealth managers ‘rapidly adopting’ digital asset strategies

Wealth managers are ‘rapidly adopting’ digital asset strategies, with the diversification potential of digital assets driving discussions, research from Brava Finance has found

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Söderberg & Partners invests in UK group Rockwealth

Rockwealth has received investment from Swedish financial group, Söderberg & Partners, to strengthen the financial planning firm’s infrastructure

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Advice firms among 13 firms declared in default since August

The Financial Services Compensation Scheme (FSCS) has announced that 13 firms were declared in default between August and November 2025

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Fintech Armundia launches modular platform for alternative investment funds

Fintech group Armundia has developed a modular platform for alternative investment funds, designed to cover the entire value chain of fund management

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Majority of family offices investing in natural capital strategies

UK family offices are allocating funds to natural capital strategies in search of returns, climate risk mitigation, and diversification, according to Foresight Group and Campden Wealth

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Quilter Cheviot adds KKR evergreen private equity strategy to discretionary portfolio service

Quilter Cheviot and global investment firm KKR have collaborated to bring KKR’s evergreen private equity strategy to the UK wealth market

FCA to press ahead with stablecoin payments next year

Stablecoin payments will be a priority for the Financial Conduct Authority in 2026, the regulator has revealed

Targeted support applications to open from March 2026

The gateway for applications to offer targeted support to consumers will open in March 2026 ahead of the new rules coming into effect, the Financial Conduct Authority (FCA) has announced
Brooks Macdonald enters Lombard lending partnership with Firenze

Brooks Macdonald has partnered with Firenze to offer its clients access to Lombard lending solutions

Titan Wealth acquires Bath-based IFA Morgans

Wealth management and financial planning firm Titan Wealth has acquired Bath-based independent financial advice (IFA) company Morgans Limited for an undisclosed sum

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