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News

MPs urge one-year delay to farm inheritance tax reforms

Your profession

MPs urge one-year delay to farm inheritance tax reforms

Cross-party EFRA committee warns proposed IHT changes risk harming vulnerable farmers

clock 16 May 2025 • 2 min read
Bespoke investment services drive adviser profitability and client growth

Your Business

Bespoke investment services drive adviser profitability and client growth

Rathbones study finds

clock 16 May 2025 • 2 min read
Behind the advice: The hidden mental health struggles of financial advisers

Your profession

Behind the advice: The hidden mental health struggles of financial advisers

As Mental Health Awareness Week spotlights wellbeing across industries, advisers speak out

clock 16 May 2025 • 7 min read
IHT on pensions overhaul risks fuelling scams against 'fearful' public

Your profession

IHT on pensions overhaul risks fuelling scams against 'fearful' public

Claire Trott calls for clarity on 2027 Budget reform that will bring pensions into estate tax scope

clock 16 May 2025 • 3 min read
'Designed by men, for men': Are women still being left out of the financial planning conversation?

Your profession

'Designed by men, for men': Are women still being left out of the financial planning conversation?

Progress yet to be made for female clients

clock 16 May 2025 • 3 min read
PA Asks: How interested are your clients in thematic investing?

Your profession

PA Asks: How interested are your clients in thematic investing?

Plus, who advisers' top celeb client would be, emojis, and vulnerability confidence

clock 16 May 2025 • 1 min read
'Worrying' FCA findings flag lack of retirement preparation and pension savings

Your profession

'Worrying' FCA findings flag lack of retirement preparation and pension savings

Fewer than 9% of people tapped into financial advice in previous 12 months

clock 16 May 2025 • 4 min read
FCA private messaging crackdown not expected to expand to wealth management

Regulation

FCA private messaging crackdown not expected to expand to wealth management

Response to a Freedom of Information request

clock 15 May 2025 • 1 min read
Octopus CEO: 'Advisers are the GPs of money – but AI will do the heavy lifting'

Your profession

Octopus CEO: 'Advisers are the GPs of money – but AI will do the heavy lifting'

Simon Rogerson urges financial planning profession to embrace tech or risk irrelevance

clock 15 May 2025 • 2 min read
Treasury delivers long-awaited PISCES framework; FCA rules due to follow

Regulation

Treasury delivers long-awaited PISCES framework; FCA rules due to follow

Private Intermittent Securities and Capital Exchange System Sandbox established

clock 15 May 2025 • 2 min read
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