News

'Christmas has come early for the government' – IHT receipts rise

Tax planning

'Christmas has come early for the government' – IHT receipts rise

Budget tax changes and rising take highlight advice value, experts say

clock 20 December 2024 • 2 min read
Feel Good Friday: BRI Wealth Management raises money for homeless charity

Your profession

Feel Good Friday: BRI Wealth Management raises money for homeless charity

Firm has raised £650 for Let’s Feed Brum

clock 20 December 2024 • 1 min read
FCA acknowledges investment trust platform clash and proposes changes in call for wider CCI input

Regulation

FCA acknowledges investment trust platform clash and proposes changes in call for wider CCI input

Final rules outlined in 2025

clock 19 December 2024 • 6 min read
Bank of England holds interest rates steady at 4.75% amid heightened inflation

Your profession

Bank of England holds interest rates steady at 4.75% amid heightened inflation

Interest rates remain the same

clock 19 December 2024 • 2 min read
FSCS receives information to progress with Tenet claims

Companies

FSCS receives information to progress with Tenet claims

Expects to open online portal in early 2025

clock 19 December 2024 • 2 min read
How advisers keep up client engagement at Christmas

Your Business

How advisers keep up client engagement at Christmas

PA looks at how advice firms touch base in the festive season

clock 19 December 2024 • 3 min read
WealthTek boss John Dance charged with £64m fraud and money laundering

Regulation

WealthTek boss John Dance charged with £64m fraud and money laundering

‘One of the most serious and largest frauds’ ever investigated by FCA

clock 19 December 2024 • 2 min read
Compliance costs forcing advisers to seek clients with more in the bank

Your profession

Compliance costs forcing advisers to seek clients with more in the bank

Average minimum portfolio size now at £117,000

clock 19 December 2024 • 3 min read
People Moves: Brown Shipley adds wealth planner to Leeds team

People

People Moves: Brown Shipley adds wealth planner to Leeds team

Lindy Kroese joins from Balance Wealth Planning

clock 19 December 2024 • 1 min read
Number of financial firms failed by FSCS increases in October and November

Regulation

Number of financial firms failed by FSCS increases in October and November

Including Charterhouse and Advice & Wealth Management Solutions

clock 18 December 2024 • 2 min read
Most read
01

Experienced financial planner launches own firm

20 December 2024 • 4 min read
02

Bespoke MPS solutions 'key trend' going into 2025

20 December 2024 • 3 min read
03

SJP at a crossroads: Can CEO FitzPatrick reinvent the wealth giant for a new era?

17 December 2024 • 11 min read
04

Quilter Cheviot CEO: DFM and advice merger 'puts final bit together'

16 December 2024 • 4 min read
05

WealthTek boss John Dance charged with £64m fraud and money laundering

19 December 2024 • 2 min read