Just 2% of estates have made gifts out of surplus income under inheritance tax rules to minimise their tax burden in the past three years, according to new data.

Financial Planner and wealth manager Evelyn Partners has appointed David Little as a partner in Financial Planning at its Glasgow office.

Donald Trump’s tariffs could hit UK pensions, with DC savers warned they may experience a 20% cut in their retirement income.

Industry collaboration fintech Origo has launched whole-of-market provider coverage for its Unipass Letter of Authority (ULoA) technology.

Single pensioners need £225,000 more in their pension pot than couples to achieve a ‘moderate’ standard of living in retirement.

The number of complaints received by the Financial Ombudsman Service climbed by 49% in the second half of 2024.

Veteran investor Warren Buffett will step down as chief executive of Berkshire Hathaway at the end of the year, after more than 60 years at the helm of the US conglomerate.

Pension providers have been urged to find out more about post-retirement spending as new research suggests homeowners’ and renters’ drawdown habits are very different.

The FCA has appointed four new non-executive directors to its board as well as extending Richard Lloyd’s second term as a non-executive director on the board.

Fund rating agency RSMR has announced new fund ratings for 24 funds, which it said are a mixture of active and passive funds and two multi-asset fund ranges.