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HMRC’s IHT receipts fall year-on-year in August while CGT take rises


By Jack Gray

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


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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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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

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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

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Marloo launches AI tool to improve adviser workflow efficiency

Artificial intelligence (AI) platform for financial advisers Marloo has launched a new tool aimed at introducing efficiencies to advisers’ workflows

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Wealthier advised clients more likely to use AI for financial support

Clients with more than £1m in investable assets are more likely to use artificial intelligence (AI) for financial support than those with less wealth, a report from Boring Money has shown

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Amundi acquires 9.9% stake in ICG

Amundi has acquired a 9.9 per cent stake in private equity investment firm ICG, representing a total investment of around £532m

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Retirees reshaping wealth transfer plans amid policy changes

Retirees are rethinking their wealth transfer plans as policy changes alter their behaviour around how they choose to pass on wealth, analysis from Quilter has shown

One in six 'mass-affluent' adults stop or pause pension contributions

Around one in six 'mass-affluent' adults have either stopped or paused workplace pension contributions in the past year, research by Raymond James has found

Aberdeen Portfolio Solutions partners with Jacobi to enhance MPS proposition

Aberdeen Portfolio Solutions Limited (APSL) has announced it will be working with Jacobi to improve its model portfolio capabilities
Advisers urged to make retirement planning a ‘family affair’ amid participation gap

Financial advisers should make retirement planning a ‘family affair’, with UK advice firms facing a participation gap, according to Scottish Widows and NextWealth

7IM launches Quantitative Building Block Funds

Seven Investment Management (7IM) has launched two Quantitative Building Block Funds, aiming to improve diversification and portfolio resilience across its model portfolio and fund ranges

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