HMRC has confirmed that the new ISA product being developed with the Government to replace the Lifetime ISA is intended to help first-time buyers only.
Wealth manager and Financial Planner Titan Wealth has acquired £600m AUA Plymouth-based Financial Planning firm Sound Financial Management Limited, for an undisclosed amount.
Net inflows for St James’s Place rose 42% year-on-year to 6.16bn in 2025 (2024: £4.33bn).
Average basic salaries, total earnings and bonuses continued to rise in 2025, the twelfth consecutive year of increases, according to a new report.
Wealth manager St James’s Place (SJP) has adjusted its portfolio positioning to maintain ‘resilience in a late-cycle market environment.
Goldman Sachs Alternatives is to invest in Chartered Financial Planning firm The Private Office, becoming a minority shareholder.
A House of Lords committee report has warned that bringing pensions into the scope of inheritance tax (IHT) will cause ‘significant delays and costs’ under the currently proposed rules.
Life, pensions and investments provider Royal London has launched an inheritance tax hub for financial advisers.
Total annual lending in the equity release market grew by 11% to £2.57bn in 2025 (224: £2.3bn), according to the latest figures from the Equity Release Council (ERC).
Fintech Plannerpal has launched a new AI tool which standardises meeting preparation by compiling key information ahead of reviews.