Speculation that chancellor Rachel Reeves could look to alter the pension tax-free cash lump sum limit has emerged again ...

Lisa Webster looks at the current IHT landscape and asks if gifting is the best ...

Chris Jones is director of the Quilter Academy In the last two articles, we explored our selection process and then focused ...

Inheritance tax (IHT) receipts have continued to climb for the first four months of this year, as financial services experts ...

Aegon UK’s H1 2025 adviser platform net outflows were £1.54n, which it attributed to ongoing consolidation and vertical integration in non-target adviser segments, its latest results show.

CEO Roger Marsden talks to chief reporter Isabel Baxter about the business’ new era with a refreshed strategy, its focus on ...

Legal and financial complexity is discouraging many wealthy families from including charitable giving in their wills, despite ...

Chancellor Rachel Reeves’s Autumn Budget decision to end pension pots’ exemption from inheritance tax (IHT) could leave ...

Aberdeen has sold its financial planning business to Ascot Lloyd as part of its plan to streamline its operations.

Nobody reading this should need to be reminded (we hope) that this was when the Consumer Duty came into effect. In the run-up ...

Chancellor Rachel Reeves is considering cutting the tax-free pension lump sum in a bid to save more than £2bn a year.

Advice network Benchmark Capital (Benchmark), part of the Schroders Group, has partnered with cash management platform ...