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News

Warnings of tight timetable as HMRC sets out pension IHT process

Tax planning

Warnings of tight timetable as HMRC sets out pension IHT process

‘A very short timescale for such a significant change’

clock 01 September 2026 • 4 min read
Shackleton completes Argentis Group buy after FCA green light

Companies

Shackleton completes Argentis Group buy after FCA green light

Formerly Hurst Point Group

clock 01 September 2026 • 2 min read
FCA calls on young adults to check for unclaimed child trust funds

Your profession

FCA calls on young adults to check for unclaimed child trust funds

760,000 child trust funds remain unclaimed

clock 01 September 2026 • 2 min read
HMRC updates on information sharing for IHT on pensions

Pensions

HMRC updates on information sharing for IHT on pensions

Second technical note

clock 01 September 2026 • 2 min read
How smaller advice firms can make the most of AI

Technology

How smaller advice firms can make the most of AI

Hardy Michel and Alan Parr unpack the changing technological landscape

clock 28 August 2026 • 1 min read
CGT liabilities surged 89% in 2024-25 tax year as Budget changes hit

Tax planning

CGT liabilities surged 89% in 2024-25 tax year as Budget changes hit

HMRC collects £24.2bn with £127bn gains reported

clock 27 August 2026 • 3 min read
Vanguard snaps up US wealthtech platform Altruist

Technology

Vanguard snaps up US wealthtech platform Altruist

Deal values Altruist at $4bn, reports suggest

clock 27 August 2026 • 3 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
DFM enters administration after FCA restrictions

Companies

DFM enters administration after FCA restrictions

EGR Wealth agreed to a voluntary requirement in July

clock 26 August 2026 • 2 min read
FCA bans three behind £35.5m scheme designed to bypass investor visa rules

Regulation

FCA bans three behind £35.5m scheme designed to bypass investor visa rules

Dolfin Financial’s Denisz Nagy, Sanjay Maraj and Roman Joukovski banned

clock 26 August 2026 • 2 min read
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