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News

IHT receipts dip again in May to £1.4bn but 'direction of travel' clear

Tax planning

IHT receipts dip again in May to £1.4bn but 'direction of travel' clear

More estates will fall into scope as thresholds remain frozen

clock 19 June 2026 • 2 min read
CII publishes vulnerability data guidance for firms

Your profession

CII publishes vulnerability data guidance for firms

Consumer Duty and GDPR

clock 19 June 2026 • 2 min read
Lords warns financial services bill could weaken regulators' accountability

Regulation

Lords warns financial services bill could weaken regulators' accountability

Open letter to investment minister

clock 19 June 2026 • 2 min read
West Country firms achieve CISI chartered status

Companies

West Country firms achieve CISI chartered status

Dean Stevens WM and William Highbourne WM

clock 19 June 2026 • 2 min read
Baillie Gifford rolls out Sharia-compliant fund amid 'strong' demand

Your profession

Baillie Gifford rolls out Sharia-compliant fund amid 'strong' demand

Follows engagement with Islamic finance scholars

clock 18 June 2026 • 2 min read
Bank of England holds rates at 3.75%

UK

Bank of England holds rates at 3.75%

Energy shock impact remains unclear

clock 18 June 2026 • 2 min read
Charles Stanley to drop 200-year-old name in Raymond James rebrand

Companies

Charles Stanley to drop 200-year-old name in Raymond James rebrand

Follows 2022 acqusition

clock 18 June 2026 • 2 min read
Charging deceased clients accidentally 'more common' than advice profession would like

Your profession

Charging deceased clients accidentally 'more common' than advice profession would like

‘The fee outlives the service because the records do not talk to each other’

clock 18 June 2026 • 4 min read
Rathbones review puts FCA client cash crackdown in the spotlight

Regulation

Rathbones review puts FCA client cash crackdown in the spotlight

Wider implications for the DFM sector

clock 18 June 2026 • 5 min read
Most advice firms only 'somewhat satisfied' with platforms' data

Wrap/platforms

Most advice firms only 'somewhat satisfied' with platforms' data

According to NextWealth’s Data Openness Report 2026

clock 18 June 2026 • 2 min read
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