Latest News

Wealth professionals observe the ‘Great Wealth Transfer’ getting underway


By Jack Gray

Wealth industry professionals are seeing the beginning of the ‘Great Wealth Transfer' among high net worth (HNW) families, with 77 per cent seeing evidence of this in the past 12 months, according to the Society of Trust and Estate Practitioners (STEP)


Highlighted Content

Emerging Market Debt: Entering a new era of growth

From risk to global opportunity—EMD is no longer a niche—it's a cornerstone for investors seeking diversification and resilience.


Story 2

Investment platform sector ‘moving quickly’ to embed AI into operations

The UK investment platform industry is making artificial intelligence (AI) a strategic priority and moving quickly to embed the technology in its operations, according to a report from The Platforms Association

Story 3

Pension IHT changes to drag 152 new local authorities into tax net

Bringing pensions into inheritance tax (IHT) calculations from April 2027 will result in 152 local authorities newly falling into scope of the tax, analysis from The Private Office (TPO) has shown

Story 4

Just Wealth AuM jumps 63% in 2025

Just Wealth has reported a 63 per cent increase in assets under management (AuM) in 2025

Story 2

UK entrepreneurs reshaping financial strategies in anticipation of tax changes

Entrepreneurs in the UK are reshaping their financial strategies in anticipation of expected tax and policy changes, research from Brown Shipley has found

Story 3

Clients prepared to pay higher advice fees when value is clear

Clients are willing to pay higher financial advice fees if they clearly understand what they are paying for and the value they receive, according to a report from NextWealth

Story 4

Entrepreneurs optimistic about 2026 despite political and economic challenges

Entrepreneurs are optimistic about 2026, entering the year with momentum, growth plans, and hiring intentions, a report from UBS has shown

The Retirement Studio launches as AR of Rosemount Financial Solutions (IFA)

The Retirement Studio has launched as a protection and financial planning appointed representative (AR) at network, Rosemount Financial Solutions (IFA)

Advisers facing ‘significant challenges’ as clients go against recommendations

Financial advisers are facing significant challenges as some clients are going against their recommendations and withholding information, creating an ‘honesty gap’, according to Scottish Widows
HNWIs accelerating pursuit of ‘strategic citizenship’ in search of stability

High net worth individuals (HNWI) are accelerating their pursuit of secondary citizenship and residency rights in 2026 as they search for stability in a volatile geopolitical environment, according to CS Global Partners

Advice firms adjusting planning approaches amid CGT threshold changes

Financial advice firms are overhauling their planning approaches following continued reductions to capital gains tax (CGT) thresholds over the past three years, analysis from Financial Software Limited (FSL) has shown

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