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Strong adviser confidence being offset by ‘persistent vulnerabilities’


By Jack Gray

Financial advice professionals’ confidence remains high in 2025 but is being offset by ‘persistent vulnerabilities’, according to research from NextWealth


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Turicum Private Bank expands into UK with majority stake in Hassium

Gibraltar-based private bank Turicum has acquired a majority stake in UK-based wealth management firm Hassium Asset Management for an undisclosed sum

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Top 1% of taxpayers contribute a third of income tax and CGT take

The top 1 per cent of taxpayers are responsible for 33 per cent of the total income tax and capital gains tax (CGT) paid in the UK, a freedom of information (FOI) request from Wealth Club has revealed

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Quilter reports third successive quarter of £2bn+ inflows

Quilter has recorded a 48 per cent year-on-year increase in its net inflows, which totalled £2.2bn in the third quarter

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Firenze partners with Parmenion to give advisers access to Lombard lending

Firenze has partnered with Parmenion to provide the platform’s clients and advisers with access to Lombard lending

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Channel Islands wealth managers urged to adapt amid slowing real-terms growth

Wealth management firms in the Channel Islands have been encouraged to consider improving access to alternatives and targeting technology investment amid slowing real-terms growth

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Over a third of HNWIs believe govt will raise IHT again

More than a third (36 per cent) of high net worth individuals (HNWI) believe that the government will raise inheritance tax (IHT) again at the Autumn Budget, research from Saltus has found

Younger advisers more likely to work with new clients

Younger financial advisers are more likely to be working with newer clients, a study by NextWealth and Aegon has indicated

Consultancy estimates 1,800 non-doms have left the UK since April

At least 1,800 non-doms have left the UK since the abolition of the non-dom regime in April 2025, according to a report from consultancy Chamberlain Walker
CGT Failure to Notify penalties double in two years

The number of Failure to Notify penalties issued by HMRC for capital gains tax (CGT) have more than doubled over the past two tax years, a freedom of information (FOI) request by Financial Software Ltd (FSL) has revealed

Geopolitical instability and wealth transfer reshaping UHNW asset allocations

Ultra high net worth individuals’ (UHNWI) asset allocation strategies are shifting in response to geopolitical instability, the interest rate environment, digital innovation, and an accelerating generational wealth transfer, according to a report from Altrata

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