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 ...

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 ...

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.

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

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

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

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

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