Jan 2, 2025 · The government’s proposal to bring unspent pensions into inheritance tax will be a huge change and could upend many aspects of financial planning, according to industry experts.

Oct 30, 2024 · HM Treasury, in its official statement, said the changes will impact around 0.3 per cent of all estates in the UK. Ken Wotton, managing director, public equity at Gresham House said: "While we are ...

Mar 6, 2024 · Overall, assets under management and administration ended 2023 at £103.4bn, compared with £96.2bn at the end of 2022. The firm also said cost savings of £45mn were completed at the end of 2023 ...

Dec 31, 2024 · The Financial Conduct Authority (FCA) lists Professional Indemnity Insurance as a mandatory requirement for Independent Financial Advisers (IFAs). This guide answers your questions on Professional ...

FT Adviser is an all-encompassing website dedicated to the financial adviser and financial planner market covering investments, mortgages, pensions, insurance, regulation and other key issues ...

Oct 30, 2024 · To come into force from 2028-29, chancellor Rachel Reeves said although extending the thresholds would raise billions of pounds, it would take money away from working people.

Sep 29, 2023 · Consumer Duty has been one of the most important challenges and opportunities that advice firms have had to tackle in 2023, according to some of the companies in this year's FTAdviser Top 100 ...

Nov 1, 2024 · Indeed, the US 10-year Treasury yield rose by 20 basis points the day after Reeves' Budget, as positive economic data in the US cast doubt on a thesis that dominated markets for much of 2024, that ...

Oct 30, 2024 · In the Autumn Budget today (October 30), it was revealed that the limit will remain at £20,000 for Isas, £4,000 for Lifetime Isas and £9,000 for Junior Isas and Child Trust Funds.

Sep 19, 2024 · The sale of Close Brothers Asset Management is expected to strengthen the group's capital base. It intends to keep all upfront cash proceeds from the sale, worth around £172mn.