Inheritance tax planning is a major driver for 58 to 75-year-olds - the so-called Boomer generation - seeking regulated financial advice.

Investment platform and SIPP provider AJ Bell has appointed Jamie Ward as head of investment solutions.

The advice sector has made a number of predictions about what could be included in today’s Spring Statement.

Private equity-backed Financial Planning firm Amber River has acquired Cheltenham-based Chartered Financial Planning firm HDA for an undisclosed sum.

LV= has paid out over £19m to policyholders and families with Coronavirus-related claims since March 2020.

Inheritance tax receipts for April 2021 to February 2022 hit a new record high of £5.5bn.

Financial Planning fintech Dynamic Planner has recruited a new managing director for Europe to lead expansion on the continent.

Fintech and support services firm Fintel saw a 6% increase in adjusted EBITDA to £18.3m (FY20: £17.3m) for the year ended 31 December.

Most Financial Planners are still not technology literate, according to a new report from NextWealth.

SIPP trustee and administration company Westerby Trustee Services has acquired fellow SIPP administrator CPPL.