To kick off the new year Financial Planning Today is giving all registered readers 3 bonuses for the next 7 days. 

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Merry Christmas to all our readers, advertisers and supporters from everyone here at Financial Planning Today.

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Financial Planners have warned that better planning is needed to help thousands avoid steadily rising Inheritance Tax bills as more estates are caught by the death tax.

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Most workplace pension savers are failing to shift their money into ESG or sustainable funds, according to new research.

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The Quilter Foundation, the charitable arm of wealth manager and financial adviser Quilter, is donating £50,000 to the international appeal for Afghanistan launched last week by the Disasters Emergency Committee (DEC). 

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Fintel, the fintech which owns SimplyBiz and Defaqto, has signed up fund managers Premier Miton and Carmignac to join the investment firms using its managed distribution service launched earlier this year.

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The Financial Conduct Authority has published a Decision Notice set to impose a provisional fine of £40.8m against hedge fund firm BlueCrest Capital Management (UK) LLP for conflict of interest failings.

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XPS Pensions Group, the actuarial, consulting and admin business, is to acquire the business and key assets of Manchester-based SIPP and SSAS provider Michael J Field Consulting Actuaries for £3.75m. 

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New research suggests that wealthier investors are the most likely to be victims of financial scams with 49% of those with assets of £250,000 or more saying they have been victims.

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The Prudential Regulation Authority has fined Metro Bank £5.376m for governance failings.

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