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News

HMRC releases 'crucial' technical note on IHT on pensions

Tax planning

HMRC releases 'crucial' technical note on IHT on pensions

Law firm warns of complexity and risk for families and executors

clock 11 May 2026 • 3 min read
Advisers must shift IHT planning mindset from 'passive to active'

Tax planning

Advisers must shift IHT planning mindset from 'passive to active'

Speaking on a PA360 IHT-focused panel session

clock 11 May 2026 • 3 min read
Succession Wealth told to pay compensation over incorrect advice after pension IHT proposals

Companies

Succession Wealth told to pay compensation over incorrect advice after pension IHT proposals

FOS decision notice stated advice caused client ‘distress’ and ‘upset’

clock 11 May 2026 • 4 min read
FCA receives 210 whistleblower complaints over Consumer Duty in Q1

Regulation

FCA receives 210 whistleblower complaints over Consumer Duty in Q1

Closed 265 whistleblowing cases between January and March

clock 11 May 2026 • 2 min read
Ex-investment adviser sentenced to additional prison time

Regulation

Ex-investment adviser sentenced to additional prison time

Richard Faithfull failed to pay back £529,961

clock 11 May 2026 • 2 min read
How advisers can support clients through market volatility

Your profession

How advisers can support clients through market volatility

‘Losses simply hurt more than gains feel good’

clock 08 May 2026 • 3 min read
Feel Good Friday: Depledge founder to swim five-mile lake for Manchester homeless charity

Your profession

Feel Good Friday: Depledge founder to swim five-mile lake for Manchester homeless charity

Raising money for Lifeshare

clock 08 May 2026 • 1 min read
Net retail fund inflows continue in March at £1.4bn despite Middle East conflict

Investment

Net retail fund inflows continue in March at £1.4bn despite Middle East conflict

Investment Association data shows

clock 08 May 2026 • 2 min read
Women in Financial Advice Awards 2026: Nominations close today!

uncategorised

Women in Financial Advice Awards 2026: Nominations close today!

Awards to be held at Hilton Bankside in London

clock 08 May 2026 • 1 min read
FCA to launch multi-firm review looking at bereavement processes

Regulation

FCA to launch multi-firm review looking at bereavement processes

Follows customer vulnerability work

clock 07 May 2026 • 2 min read
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