News

Insignis is a London-based cash management platform

Private equity group Carlyle secures ownership of Intelliflo

Advisers urged to guide clients as IHT benefits of giving remain underused

Advisers warned to prepare clients as new rules drag more families into IHT net

Part of provider’s plan to simplify business

Three-year programme for aspiring planners

Keeping track of the ongoing consolidation of the advice industry

Inclusion of unused pensions in IHT will come into effect 6 April 2027

‘Young people have a misunderstanding of opportunities a career in advice can hold’

Core CPI also up to 3.8%