Families in London and the South East of England paid 46% of all UK inheritance tax bills in the last year - up from 44% the previous year, according to analysis of HMRC data.
The FCA has launched a new API (Application Programming Interface) to provide better and easier access to its Handbook.
The average annual annuity income has risen by £106 since March, according to personal finance data firm Moneyfacts.
Financial Planner and high net worth specialist Lockhart Capital Management has received minority investment from private equity firm Northcote Equity.
Fairstone Ireland has recruited experienced wealth management executive Ian Brady as the new CEO of the company to help steer growth in the republic.
Adjusted profit before tax rose 12% to £112m for Quilter in the first half of the year as assets recovered from the hit taken due to market movements at the start of the year.
The Financial Vulnerability Taskforce has called on the independent Commission on Adult Social Care to investigate how immediate needs annuities could help fund later-life care.
High net worth investors say Government policy and taxation is the single biggest threat to their wealth, according to survey of UK investors with over £1m of investible wealth.
Platform engine FNZ has agreed to sell its German banking arm FNZ Bank to Advent as part of a restructure to focus on its core wealth management technology business.
Aviva Platform and Quilter Investment Platform received over half (57%) of all recommendations made to the top 10 adviser platforms in the first half of 2026, according to data from users of Defaqto's Financial Planning system.