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 ...

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.

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

Sophie White shares practical steps for understanding and preparing for non-financial misconduct rule changes and employment law reforms ...

Letters of authority (LoA) response times are beginning to improve, Pension Lab’s latest LoA Performance Index (LPI) has found.

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

ESG Accord has launched a sustainability course to help the financial advice profession with the Sustainability Disclosure Requirements (SDR) and Consumer Duty.

On 6 August, Baillie Gifford investment specialist, Jon Henry, shared his insights on the challenges facing investors in today’s uncertain economic and political environment. In this digital event, he ...

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

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