Latest News

Ten years of Budgets have introduced over 130 changes to personal finance rules


By Jack Gray

Government Budgets over the past decade have introduced more than 130 ‘notable’ changes to personal finance rules, although many are unaware of the reforms that have been implemented or coming into force, according to RBC Brewin Dolphin


Highlighted Content

Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


Story 2

Three in 10 wealthy Britons mull UK exit amid confidence slump

Almost a third of UK high net worth individuals (HNWIs) are considering moving abroad, up from 25 per cent a year ago, as confidence in the economy weakens and concerns over tax policy grow, according to research from wealth manager Saltus

Story 3

Lifetime gifting becoming more popular as inheritance timing lacks impact

The average age people expect to receive their most significant gift or inheritance is 52, although receiving wealth earlier than this results in the strongest reported impact, analysis from Canada Life has shown

Story 4

Potential IHT changes top tax fears among advisers and clients ahead of Budget

Potential changes to inheritance tax (IHT) are the greatest tax-related concern for advisers and their clients in the build up to the Budget on 28 October, according to AJ Bell

Story 2

Two advice firm professionals plead guilty in £2m fraud case

Two people who worked at financial advice companies have pleaded guilty to fraud after four clients lost a total of £2m

Story 3

IFA network Financial Solutions launches updated adviser portal

Independent financial adviser (IFA) network Financial Solutions has launched the latest version of its adviser portal Wealth Pilot

Story 4

FCA appoints Liam Coleman as chair of Financial Ombudsman Service

The Financial Conduct Authority (FCA) board has appointed Liam Coleman as chair of the Financial Ombudsman Service, with the approval of the Treasury

People moves: Utmost, WPS Advisory, and Ocorian

The latest appointments in the wealth management industry

Private wealth being driven into UK property as investment surges by 66%

Private wealth is being driven into commercial real estate in the UK, with investment increasing by 66 per cent year-on-year in 2025, according to a report from JLL
Intelliflo acquires Mabel Insights

Intelliflo has acquired Mabel Insights, bringing its research, portfolio analysis and financial planning tools into Intelliflo Office

UK wealth industry offers ‘secular growth opportunity’; cyclical issues remain

The UK wealth industry offers a secular growth opportunity due to the increasing cost of being older for longer, although cyclical issues persist, according to Peel Hunt

View More News

Check out our latest appointments


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


© 2019 Perspective Publishing     Privacy & Cookies