Latest News

Isio launches combined adviser offering after completing Collidr acquisition


By Jack Gray

Isio has completed the acquisition of Collidr and combined the firms’ investment management and technology capabilities to launch an expanded offering for financial advisers


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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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Temporary Repatriation Facility risks ‘falling short’ of its potential

The Temporary Repatriation Facility (TRF) risks falling short of its potential to bring significant overseas wealth into the UK and generate additional tax revenue for the economy, Utmost has warned

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Flanks partners with Perplexity on AI-driven wealth management

Wealthtech firm Flanks has partnered with artificial intelligence (AI) platform Perplexity to give financial advisers access to wealth data through the platform

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Rosemount Financial Solutions (IFA) adds CAPC as an AR

Christopher Allen Private Clients (CAPC) has joined Rosemount Financial Solutions (IFA) as an appointed representative (AR)

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Weatherbys opens new office in Manchester

Weatherbys Private Bank has opened a new office in Manchester as it targets growth in the north west of England

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Shackleton Advisers acquires Argentis Group

Shackleton Advisers has acquired Argentis Group, formerly known as the Hurst Point Group, after receiving regulatory approval from the Financial Conduct Authority (FCA)

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iPipeline completes acquisition of Origo

Financial services technology firm iPipeline has completed the acquisition of Origo for an undisclosed amount

Remember a Charity launches good practice guide for wealth advisers

Remember a Charity has launched a good practice guide for wealth advisers to help them incorporate charitable legacies into financial planning discussions and support their clients’ philanthropic ambitions

HMRC sets out pension/IHT information-sharing and payment processes

HMRC has published further details on how pension schemes, personal representatives and beneficiaries will be expected to manage inheritance tax (IHT) on pension death benefits from 6 April 2027, including new information-sharing, withholding and direct-payment requirements
Over a million pensioners paying higher rates of income tax

The number of pensioners paying income tax at 40 per cent or above has doubled over the past five years to more than one million, a freedom of information (FOI) request from LCP has revealed

Over a quarter of clients using AI tools to support advice

Financial advisers believe that more than a quarter (28 per cent) of their clients are using artificial intelligence (AI) tools to support traditional advice, according to research from Wealthtime

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