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Lockhart announces Northcote Equity as minority investment partner

By Jack Gray

6/8/26

Financial planning and wealth management firm Lockhart Capital Management has announced Northcote Equity as a minority investment partner to support its next phase of growth

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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.

HNWIs with significant pension pots could face combined tax exposure of 67% under new IHT rules

High net worth individuals (HNWI) with significant pension pots could face combined income and inheritance tax (IHT) exposure of up to 67 per cent once unused pensions are brought within the scope of IHT, according to Claritas Tax

FNZ has entered into an agreement to sell FNZ Bank to Advent and a consortium including HarbourVest Partners for an undisclosed amount

Perspective acquires Scotland-based advice firm

Perspective Financial Group has acquired Scotland-based advice firm Phoenix Wealth Solutions for an undisclosed amount

Tribunal reduces fines for pair involved in pension transfer advice failings but upholds bans

The Upper Tribunal has upheld the Financial Conduct Authority’s (FCA) decision to ban a director and adviser from working in financial services due to pension transfer advice failings, but reduced their fines

IHT clients getting younger but advisers still concerned many are engaging too late

Inheritance tax (IHT) and estate planning clients are getting younger as demand increases, but advisers are still concerned that people are engaging with the issue too late, analysis from Downing has shown