Petition launched to stop IHT on pensions
Pensions specialist Nathan Bridgeman has launched a petition to stop pensions coming into the scope of inheritance tax.…
Most popular AI systems among advisers revealed
AdvisoryAI, Saturn and PlannerPal ranked top three most popular AI systems in H1 2025. Analysis from AdviserSoftware revealed…
Two-thirds of advisers raise minimum asset levels in wake of consumer duty
Two-thirds of advice firms have raised their minimum level of investable assets since the introduction of consumer duty…
‘We take everything a financial adviser does and fully automate it’
“I saw a gap in the market to take everything that a financial adviser does and fully automate…
Westerby Group snaps up Bristol-based firm
The Westerby Group has bought Bristol-based Cabot Trustees Limited for an undisclosed sum. The group now has more…
Personal representatives to be liable for IHT payments on pensions
Personal representatives will be liable for reporting and paying any IHT on unused pension funds from April 2027.…
ISS Market Intelligence buys London-based data company
ISS Market Intelligence has said its latest acquisition shows its commitment to deepening its presence in the UK.…
Defined benefit advice: how many advisers have fallen foul of the FCA?
The Financial Conduct Authority has imposed full or partial restrictions on 21 advisers for poor defined benefit pensions…
Hartley Pensions clients protest outside court as they look to recover funds
Pensioners who claim they have lost up to £1bn in investments protested outside the High Court yesterday (May…
Rise in gold prices is ‘screaming signal of market fear’
Gold prices spiked today (April 11) amid uncertainty over global markets as Donald Trump’s have sparked fresh volatility.…