A fifth of HNW individuals aged 55 and over (19%) are unaware that unused private pensions will be liable for inheritance tax from April 2027.
Read more ...19% of over-55s in the dark on pensions’ IHT liability
- Tuesday, 28 October 2025
- Articles
Pension age should match life expectancy: Pensions UK
- Monday, 27 October 2025
- Articles
The State Pension Age (SPA) should only increase if there is a corresponding rise in healthy life expectancy, according to pensions sector trade body Pensions UK.
Read more ...Advisers confident about career prospects despite AI concerns
- Monday, 27 October 2025
- Articles
Financial Planners and advisers remain confident in their career prospects but there are some persistent 'stress points', according to a new study.
Read more ...Hoxton Wealth buys £140m AUM Manchester firm
- Monday, 27 October 2025
- Articles
Fast-growing international Financial Planning firm Hoxton Wealth has acquired Manchester-based advice firm Haven IFA for an undisclosed amount.
Read more ...1 in 3 over-60s have no plans for tax-free cash
- Monday, 27 October 2025
- Articles
More than a third of people aged between 60-78 have no plans for their tax-free cash, meaning they are risking a knee-jerk reaction to Budget rumours they could regret.
Read more ...Troubled WH Ireland appoints Lumin MD as director
- Monday, 27 October 2025
- Articles
Troubled wealth manager and Financial Planner WH Ireland has appointed Lumin Wealth Management joint managing director John Cusins as a non-executive director with immediate effect.
Read more ...New FCA-PRA unit will ‘supercharge’ growth - Chancellor
- Friday, 24 October 2025
- Articles
Chancellor Rachel Reeves MP has launched a new FCA-PRA business ‘Scale Up’ unit based in Leeds which she believes will potentially “supercharge” the growth of regulated firms.
Read more ...Editor’s Comment: A problem the Budget won't fix
- Friday, 24 October 2025
- Articles
In just over four weeks Chancellor Rachel Reeves will set out her Budget plans and how she will tackle rising public spending and raise more revenue.
Read more ...54% growth in people aged 90 and over in 20 years
- Friday, 24 October 2025
- Articles
There has been rapid growth in the UK 'very old' population with a rise of nearly 54% in UK residents aged 90 and over since 2004.
Read more ...McLoughney scoops PFS Chartered Planner of Year Award
- Friday, 24 October 2025
- Articles
Dominic McLoughney of Becketts FS has triumphed in the Personal Finance Society’s Annual Awards for 2025/26 - winning the body’s flagship Chartered Financial Planner of the Year Award.
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