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Rathbones pauses high-risk client onboarding following FCA review

By Jack Gray

16/6/26

Rathbones has paused the onboarding of new clients that require enhanced due diligence (EDD) after a regulatory review found compliance and oversight shortcomings at the wealth management firm

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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.

Appetite for lifetime gifting ‘slowly growing’ despite concerns

Appetite for lifetime gifting is slowly growing as families look to provide support earlier, despite concerns around the consequences of doing so, research from Handelsbanken Wealth has shown

Schroder Asian Total Return Investment Company agrees combination with Pacific Assets Trust

The board of directors of Schroder Asian Total Return Investment Company plc (ATR) has agreed heads of terms with the Pacific Assets Trust plc board for a proposed combination of the two companies

Nine Edge Wealth opens London office

Wealth management firm Nine Edge Wealth, which launched in March 2026, has announced the opening of its London office

Pension/IHT changes could trigger ‘double tax’ and tighter deadlines for families

Families inheriting pensions could face significantly higher tax bills and greater administrative pressure under new government rules that will bring unspent pension funds into the scope of inheritance tax (IHT) from April 2027, Saltus has warned

Ex-RBC Brewin Dolphin exec launches boutique wealth consultancy firm

Former RBC Brewin Dolphin executive, Matt Collis, has launched a boutique consultancy firm that specialises in advising wealth management, financial advice, banking and fintech organisations

Traditional investor risk profiling ‘not enough’ in periods of volatility

Traditional risk profiling of investors is not enough, and advisers and providers need to understand emotional responses to volatility and which solutions investors can realistically stick with over time, a white paper from Oxford Risk and Standard Life has argued

Transact launches Flexible Reversionary Trust ahead of pensions/IHT rule changes

Transact has launched its new Flexible Reversionary Trust (FRT) on its platform in preparation for unused pensions coming into the scope of inheritance tax (IHT) from April 2027

Family offices step up cyber risk defence as attacks increase

Family offices have been strengthening their defences against potential cyber risks amid a rise in attacks, although almost a fifth still do not have a defence plan in place, analysis from Ocorian has shown

UK homeowners underestimating wealth and potential IHT bills

Many UK homeowners may be significantly underestimating both their wealth and their exposure to inheritance tax (IHT), according to research from savings platform Flagstone

Key aspects of pensions/IHT framework need ‘rethink' - SPP

The Society of Pension Professionals (SPP) has called on HMRC to rethink key aspects of its proposed inheritance tax (IHT) framework for pensions, arguing that it could place “unrealistic pressures” on pension schemes, and create delays and confusion for bereaved families