A new survey of financial advisers suggests that nearly seven in 10 plan to increase their use of smoothed funds over the next year due to increased volatility in world financial markets and client concerns about investment returns.

British people retiring to Europe need more than just Financial Planning help, according to James Roberts, CEO of specialist European Financial Planning firm Blevins Franks.

Total Capital Gains Tax (CGT) receipts collected by the government jumped 89% to £24.2bn in the 2024/25 tax year, mainly due to a rise in the main rates for the tax during the year.

West Yorkshire-based advice firm Your Mortgage Decisions Limited (FRN: 459763) has been declared in default by the Financial Services Compensation Scheme.

New research from the FCA about AI published today - which suggests younger investors are placing their trust in AI for investment guidance - reveals some concerning misunderstandings, industry experts say.

Families saved £1.28bn in IHT last year by leaving gifts to charities in their wills as more people used charitable legacies to reduce the tax burden on their estates.

Four in five less experienced investors have used AI for help with investing – and around two-thirds of investors overall report turning to AI for investment help occasionally or regularly, according to a new FCA study.

London-based discretionary fund manager EGR Wealth Limited (FRN: 5375820) has this week gone into administration following voluntary restrictions agreed by the firm with the FCA in July.

Nine in 10 (92%) pension savers would retire earlier than they planned if they were able to save enough to quit work and live comfortably, according to new research.

The FCA has announced a ban and fine for three wealth managers due to their reported involvement in a scheme helping clients bypass UK visa rules.