Inheritance tax (IHT) take has climbed again, but industry watchers have cautioned that this is not enough to fill a public ...

One third of financial advice professionals are using artificial intelligence (AI) in their business, up 28% year on year, ...

Close Brothers Group has agreed to sell its wealth management business, Close Brothers Asset Management (CBAM), to funds ...

Staffordshire-based firm Pro-Synergy Wealth & Tax Management, trading as Sedulo Wealth Management, has been declared in ...

There is still time to register for Professional Adviser's Scotland Investment Roadshow, which takes place in Edinburgh (25 ...

CEO Nikhil Rathi has called for a tackling of “root causes” of financial exclusion and a need for experimentation.

Lifetime ISA (LISA) withdrawal charges increased to £75.2m in the 2023/24 financial year, up from £54.3m the year before, ...

Members of the investment trust community celebrated a significant win yesterday (19 September) in their battle to overturn ...

IM and Brooks Macdonald (BM) have partnered to offer BM’s managed portfolio service (MPS) ranges through the 7IM retirement ...

Laith Khalaf analyses the likelihood of changes to pensions tax relief in the upcoming Budget... If you've been tuned out of ...

Two key themes for future tech adoption were servicing clients with smaller portfolio values and business efficiency and ...

Chancellor Rachel Reeves has been cautioned that the UK’s current fiscal path is veering down a concerning path, and she ...