I must confess to being just a little baffled about the long-term direction of the government’s tax raising strategy, although it is clear that the tax take is going upwards.

In contrast to the damp squib of a Spring Statement earlier this week (what was the point?), there was better news this week about the rise of female investors.

I have never been the biggest fan of the House of Lords (an unelected second chamber doesn’t sound very twenty first century to me) but I cheered this week when their noble Lords took a closer look at the Pensions Bill and decided a £2,000 salary sacrifice cap, as the Government wants, was a pretty bad idea.

This is going to be a big year for pensions, particularly for pensions regulation which is at last showing some limited signs of moving forward.

I was mightily cheered this week by our story on the CII awarding Chartered Corporate Status to no less than eight Financial Planning firms.

I suspect many Financial Planners are still in two minds about the FCA’s targeted support plans which moved a step forward this week with a provisional go-live date of April.

It’s been very easy to get caught up in the economic doom and gloom recently, I’m certainly guilty of it myself, but sometimes you can’t always see the wood for trees.

A week or so after the Budget and I am still grappling with one of the most baffling and possibly vindictive moves I’ve ever seen in a Budget - the attack on pension savers using salary sacrifice.

The FCA’s latest Retail Mediation Activities Report - out this week - provides an interesting snapshot of the adviser sector. It shows a rather mixed picture but not necessarily a bad one.

This week I attended the Personal Finance Society’s 2025 National Conference in the cutting edge, and somewhat cavernous, new Maritime Halls at London’s Excel Centre in Docklands. I was impressed. It was a good conference demonstrating a great deal of confidence in the future.

This week we’ve published our latest issue of Financial Planning Today magazine and it includes a unique and fascinating review of a new generation of YouTubing Financial Planners bringing Financial Planning to the masses.

Over the past few years we’ve seen an enormous wave of M&A activity in the Financial Planning and Wealth Management sectors. It’s been largely unchecked - until now.

In just over four weeks Chancellor Rachel Reeves will set out her Budget plans and how she will tackle rising public spending and raise more revenue.

I was pleased to see this week that the Chartered Institute for Securities & Investments (CISI) has joined with other professional bodies in urging stronger governance on the ethical threats for financial professionals in using AI (Artificial Intelligence).

The precipitous decline of wealth manager and Financial Planner WH Ireland has been like watching a car crash unfolding before your eyes.

There was worrying news this week that pension drawdown users are taking out far too much cash from their pensions.

I attended the CISI Financial Planning Conference in Windsor this week and I can report that, despite all the challenges, the mood, or the vibe as many call it these days, was a good one.

I was intrigued and more than a little worried this week by a report about consumer expectations of an inheritance windfall. It turns out many millions see an inheritance windfall as almost guaranteed.

There are some intriguing demographic changes coming down the road in terms of longevity which government policymakers - and Financial Planners - will have to take on board.

For at least the past 10 years, the wealth management and Financial Planning sectors have talked about the 'Great Wealth Transfer' but I’m beginning to wonder if much of that is under threat.