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CGT reform rumours risk driving ‘unnecessary’ finance decisions


By Jack Gray

Speculation that a future government under Andy Burnham’s leadership could align capital gains tax (CGT) rates with income tax risks driving unnecessary finance decisions, Isio has warned


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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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Prime Minister uncertainty weighing on investor sentiment

The ongoing uncertainty around the position of Prime Minister in the UK is weighing on investor sentiment, with concerns about the country’s economic and political outlook growing, according to Rathbones

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Govt’s IHT and CGT receipts forecast to rise to 2.2% of GDP in 50 years

The government’s inheritance tax (IHT) and capital gains tax (CGT) receipts are expected to rise from 1.4 per cent of GDP in 2030/31 to 2.2 per cent of GDP in 2075/76, according to the Office for Budget Responsibility (OBR)

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Aviva teams up with Ortec Finance to address the advice gap

Aviva has partnered with Ortec Finance to expand access to personalised financial guidance and advice

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Number of UK millionaires rises as average adult’s wealth falls

The number of US dollar millionaires in the UK increased by 43,139 (1.8 per cent) to 2.43 million in 2025, according to a report from UBS, although average wealth per adult fell to under $300,000

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UK wealth and asset management M&A deal value rises to £22.7bn in H1 2026

The number and value of UK wealth and asset management merger and acquisition (M&A) transactions increased year-on-year in the first half of 2026, analysis from EY has shown

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Early pension planning ‘key’ to managing IHT change

Early pension planning is key to managing the potential impact of ‘double taxation’ when unused pension pots are brought into the scope of inheritance tax (IHT) from April 2027, Hymans Robertson Personal Wealth has argued

Lower mansion tax threshold could widen impact on homeowners

Lowering the proposed threshold for Labour's planned council tax surcharge on higher-value homes from £2m to £1.5m could bring significantly more homeowners into scope, Saltus has warned

Schroders Wealth Management launches global wealth advisory service

Schroders Wealth Management, including Cazenove Capital, has launched a global wealth advisory service, aiming to address rising complexity among ultra high net worth (UHNW) clients
Iress and PlannerPal expand partnership

AI-powered workflow for financial advisers and wealth managers, PlannerPal, has expanded its relationship with Iress through the fintech’s partnership programme

J. Safra Sarasin Group agrees acquisition of remaining stake in Saxo Bank

Bank J. Safra Sarasin has agreed to acquire the remaining 28.69 per cent stake in Saxo Holding AG, which is held indirectly by Saxo Bank founder and chair, Kim Fournais

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