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Shackleton Advisers acquires Argentis Group


By Jack Gray

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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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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iPipeline completes acquisition of Origo

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

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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

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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

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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

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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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Weatherbys enhances Lombard lending services

Weatherbys Private Bank has updated its Lombard lending capabilities, as it looks to meet its long-term commitment of combining a client-centred ethos with technological innovation

People moves: Openwork, Quilter Cheviot, and Monument

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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
Young investors putting trust in AI despite misunderstandings

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

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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