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Young investors putting trust in AI despite misunderstandings


By Jack Gray

The majority of younger investors trust artificial intelligence (AI) to help them with investing, although many misunderstand the regulatory safeguards that are in place when using the technology, the Financial Conduct Authority (FCA) has found


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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.


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CGT liabilities rise by 89% to record high in 2024/25

Capital gains tax (CGT) liabilities increased by 89 per cent to a record high of £24.2bn in the 2024/25 tax year, the latest figures from HMRC have shown

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Think tank calls for tax shift from younger workers to older people and wealth

The Institute for Public Policy Research (IPPR) has urged the government to enact policies that shift some of the tax burden away from young and working-age people towards property, older people, and wealth

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Daintree Wealth Management partners with AJ Bell’s Custody Solutions business

Daintree Wealth Management has partnered with AJ Bell Custody Solutions, a ‘model B’ solution for adviser and wealth management firms

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EGR Wealth enters administration

Wealth management firm EGR Wealth has entered administration, with joint administrators appointed to oversee the process, the Financial Conduct Authority (FCA) has announced

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Fairstone acquires Belfast-based investment management firm

Wealth management group Fairstone has expanded its presence in Northern Ireland with the acquisition of investment management firm Ferguson Hill Asset Management

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Aviva launches ‘High Value’ protection offering for advisers with HNW clients

Aviva’s protection team has launched an integrated ‘High Value’ proposition to support advisers with navigating the increasingly complex needs of high net worth (HNW) clients

Families could be hit with 91% tax on inherited pensions after April 2027

Some bereaved families could face a tax charge of up to 91 per cent on inherited pension funds once unspent pension pots are brought within the scope of inheritance tax (IHT) from April 2027, according to analysis by NFU Mutual

Younger investors more engaged and diversified than ever

Millennial and Gen Z investors in the UK are investing more frequently, diversifying more broadly, and maintaining confidence in long-term market growth, despite geopolitical and trade uncertainty, research from Charles Schwab has shown
UK retail net fund sales move back into positive territory

Strong net inflows into offshore strategies drove UK retail net fund sales back into positive territory in the second quarter of 2026, analysis from ISS Market Intelligence (MI) has shown

Family offices investing in expertise as complexity grows

Family offices are investing in expertise to ensure they keep pace with an evolving market and as they take on increasingly complex responsibilities, according to Agreus

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