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Quilter

Average lifetime giving nears £5k a year as retirees act to avoid IHT

Tax planning

Average lifetime giving nears £5k a year as retirees act to avoid IHT

The average retiree spends £27,159 a year, £5,000 more than last year

clock 17 September 2026 • 3 min read
Lifetime ISA penalties sting more than 150,000 savers

ISAs

Lifetime ISA penalties sting more than 150,000 savers

Triggered almost £119m in withdrawal charges

clock 16 September 2026 • 4 min read
Pension changes to impact more than half of advised clients

Pensions

Pension changes to impact more than half of advised clients

Advisers’ biggest concern is not understanding the pension IHT rules

clock 09 September 2026 • 2 min read
Raymond James launches in Chester with ex-Quilter trio to lead

Companies

Raymond James launches in Chester with ex-Quilter trio to lead

John Willis, Myles Tunstall and David Morrell join

clock 08 September 2026 • 2 min read
Quilter's WealthSelect increases value tilt in rebalance

DFM & Model Portfolios

Quilter's WealthSelect increases value tilt in rebalance

Markets 'likely to become increasingly discerning'

clock 08 September 2026 • 2 min read
Young investors trust AI more than TV or social media

Technology

Young investors trust AI more than TV or social media

Almost half wrongly believe AI-generated financial information is regulated

clock 27 August 2026 • 4 min read
The banks are back: What does this mean for advisers?

Your profession

The banks are back: What does this mean for advisers?

Banks ‘uniquely positioned’ to provide advice to mass market

clock 24 August 2026 • 6 min read
Quilter pre-tax profits up 12% to £112m in H1

Companies

Quilter pre-tax profits up 12% to £112m in H1

Record core net flows of £6bn

clock 06 August 2026 • 2 min read
Top ten recommended adviser platforms of H1 2026 revealed

Platforms

Top ten recommended adviser platforms of H1 2026 revealed

Aviva retains top spot while Scottish Widows sees biggest improvement

clock 05 August 2026 • 2 min read
MPS: FCA focus shifting beyond outcomes to the processes behind them

DFM & Model Portfolios

MPS: FCA focus shifting beyond outcomes to the processes behind them

'The scrutiny of the sector is to be welcomed'

clock 24 July 2026 • 4 min read
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