News

Almost three-quarters of UK adults do not understand how IHT works

Tax planning

Almost three-quarters of UK adults do not understand how IHT works

Flagged as a ‘family taboo’

clock 19 May 2025 • 2 min read
FCA lifts oversight restriction on advice network 2plan after review

Companies

FCA lifts oversight restriction on advice network 2plan after review

Regains regulatory approval to expand after 2024 growth concerns

clock 19 May 2025 • 1 min read
Two including VP resign from PFS board citing governance 'concerns'

Your profession

Two including VP resign from PFS board citing governance 'concerns'

Daniel Williams and member director Ben Wright latest to step away

clock 19 May 2025 • 5 min read
MPs urge one-year delay to farm inheritance tax reforms

Your profession

MPs urge one-year delay to farm inheritance tax reforms

Cross-party EFRA committee warns proposed IHT changes risk harming vulnerable farmers

clock 16 May 2025 • 2 min read
Bespoke investment services drive adviser profitability and client growth

Your Business

Bespoke investment services drive adviser profitability and client growth

Rathbones study finds

clock 16 May 2025 • 2 min read
Behind the advice: The hidden mental health struggles of financial advisers

Your profession

Behind the advice: The hidden mental health struggles of financial advisers

As Mental Health Awareness Week spotlights wellbeing across industries, advisers speak out

clock 16 May 2025 • 7 min read
IHT on pensions overhaul risks fuelling scams against 'fearful' public

Your profession

IHT on pensions overhaul risks fuelling scams against 'fearful' public

Claire Trott calls for clarity on 2027 Budget reform that will bring pensions into estate tax scope

clock 16 May 2025 • 3 min read
'Designed by men, for men': Are women still being left out of the financial planning conversation?

Your profession

'Designed by men, for men': Are women still being left out of the financial planning conversation?

Progress yet to be made for female clients

clock 16 May 2025 • 3 min read
'Worrying' FCA findings flag lack of retirement preparation and pension savings

Your profession

'Worrying' FCA findings flag lack of retirement preparation and pension savings

Fewer than 9% of people tapped into financial advice in previous 12 months

clock 16 May 2025 • 4 min read
FCA private messaging crackdown not expected to expand to wealth management

Regulation

FCA private messaging crackdown not expected to expand to wealth management

Response to a Freedom of Information request

clock 15 May 2025 • 1 min read