The 3.5% spike in the 12 month rate of CPI inflation - reported today by the ONS - means that the new State Pension will almost certainly rise by 3.9% from April under the earnings element of the Triple Lock.

Evelyn Partners has appointed Aaron Mcloughlin as partner in Financial Planning at its Southampton office.

Multi-decade high gilt yields, boosted by the ongoing US-Iran conflict and fears over inflation, have pushed some annuity rates to multi-year highs.

Inheritance Tax (IHT) receipts in July totalled £868m, up £26m compared to the £844m recorded in July 2025, according to figures released by HMRC today.

NatWest, which bought London-based wealth manager and Financial Planner Evelyn Partners for £2.7bn last month, has today reported a first-half operating profit before tax of £4.3bn.

NatWest Group has this week completed its £2.7bn acquisition of London-based wealth manager and Financial Planner Evelyn Partners.

The CEO and CFO at wealth manager and Financial Planner Evelyn Partners will step down when the firm is acquired by NatWest this summer in a £2.7bn deal.

UK GDP grew by 0.6% in the first quarter, according to data released today by the Office for National Statistics today - higher than expected by many economists.

Evelyn Partners has hired Financial Planner Emma Arnold from Aberdeen to be a new business development manager for the North West as it aims to boost its coverage in the region. 

Wealth manager and Financial Planner Evelyn Partners has today completed the sale of its employee benefits arm to growing global insurance group Howden. 

Wealth manager and Financial Planning firm Evelyn Partners has appointed directors in Financial Planning to its London and Cheshire offices.

Private equity-owned wealth manager and Financial Planner Evelyn Partners has been sold to banking giant NatWest for £2.7bn, subject to regulatory approval.

LGT Wealth Management has appointed Adam Parker, previously of Evelyn Partners, as a wealth manager and wealth planner in its Manchester office.

Women are retiring with far smaller pension pots due to structural inequalities, a new report has found.

The growth in Inheritance Tax (IHT) receipts has begun to slow, according to the latest data released today by HMRC.

Capital Gains Tax (CGT) receipts fell 8.4% in 2025 to £13.65bn, down from £14.9bn in 2024, according to data released this morning.

Financial Planners are rethinking their strategies on pensions and wealth transfer as the imposition of IHT on unused pensions from April next year looms closer.

Wealth manager and Financial Planner Evelyn Partners has appointed Victoria Gammon as a partner in Financial Planning for the Midlands.

Whilst the Budget may appear to have been less dramatic than feared by financial advisers, others said that the package of measures could prove harmful for their clients.

The government will put a cap on salary sacrifice on pensions to save around £4.7bn, it was revealed ahead of today’s Budget by the Office of Budget Responsibility, which mistakenly published its post-Budget ‘Economic and fiscal outlook’ document this morning.

The OBR said: “We apologise for this technical error and have initiated an investigation into how this happened.”

The leak revealed that in the Budget the amount of salary that workers can sacrifice into workplace pensions will be capped at £2,000 a year from April 2029.

The news prompted dismay among pension professionals.

Gary Smith, senior partner and retirement specialist at wealth management firm Evelyn Partners, said: "This cap throws a spanner into the works of private sector pensions, where salary sacrifice is a crucial and valued feature of workplace schemes. At £4.7billion, the tax take is greater than expected and means the impact of this policy on pensions, pay or businesses – or all three – could be severe."

He said that research earlier this year suggested that about 48% of all UK private sector companies offer salary sacrifice pension contribution systems, but at larger firms it was about 67%, and up to 85% for biggest employers.

Mr Smith added: "Restricting salary sacrifice is a tax penalty on people trying to the right thing by saving efficiently for their own retirement and it’s yet another National Insurance cost increase imposed on firms, which may result in reduced pay and pension benefits for private sector employees. Some employers who currently pay more than the auto-enrolment minimum on behalf of their employees will be inclined to reduce their contribution rates or other employee benefits to adjust for these changes."

Steve Hitchiner, chair of the Tax Group at the Society of Pensions Professionals (SPP) said: “Restricting salary sacrifice for pensions will affect the take home pay of millions of employees – especially basic rate taxpayers – and is a tax on working people, in spirit if not in name. It is also another sizeable cost to employers and, perhaps most importantly its restriction will reduce pension saving.”

Salary sacrifice for pensions is also known as salary exchange. It is an optional arrangement where an employee gives up a portion of their salary in return for their employer paying an equivalent amount into their pension.

Although salary is sacrificed by the employee, it is treated as employer pension contributions for income tax and National Insurance purposes. Around a third of private sector employees make use of salary sacrifice arrangements, and almost 10% of public sector workers do so too.

Recent research published by HMRC demonstrated that employers are generally very supportive of the arrangement and believe that any changes would cause confusion, reduce benefits to employees, and disincentivise pension savings.

 The Treasury said further guidance will be published before April 2029.