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News

Brooks Macdonald completes £51m international sale to Canaccord Genuity Wealth

Companies

Brooks Macdonald completes £51m international sale to Canaccord Genuity Wealth

Deal first announced last September

clock 24 February 2025 • 1 min read
FCA reconsidering ongoing advice services rules as review findings revealed

Regulation

FCA reconsidering ongoing advice services rules as review findings revealed

Advisers delivering suitability reviews in ‘vast majority’ of cases

clock 24 February 2025 • 3 min read
Investors caution Reeves' ISA reforms 'would need to strike a careful balance' to solve UK investment crisis

Your profession

Investors caution Reeves' ISA reforms 'would need to strike a careful balance' to solve UK investment crisis

‘A significant shift’ but not unprecedented

clock 21 February 2025 • 2 min read
Advisers urged to encourage philanthropy as UK's wealthiest donate £8bn

Your profession

Advisers urged to encourage philanthropy as UK's wealthiest donate £8bn

CAF report highlights untapped philanthropic potential among high-net-worth clients

clock 21 February 2025 • 2 min read
Treasury bags £10.3bn in CGT receipts as Budget changes bite

Tax planning

Treasury bags £10.3bn in CGT receipts as Budget changes bite

Likely due to lots of people triggering gains ahead of Autumn Budget

clock 21 February 2025 • 2 min read
Gifting regime 'overhaul' feared as IHT take climbs again

Tax planning

Gifting regime 'overhaul' feared as IHT take climbs again

IHT receipts rise to £7bn for financial year so far

clock 21 February 2025 • 4 min read
West Yorkshire advice firm declared failed

Regulation

West Yorkshire advice firm declared failed

Fifth FSCS firm failure of 2025

clock 21 February 2025 • 2 min read
Real cash ISA returns fall back into negative territory

ISAs

Real cash ISA returns fall back into negative territory

Following seven months where returns beat inflation

clock 20 February 2025 • 2 min read
Aegon continues platform growth trajectory as AUA hits £115bn

Companies

Aegon continues platform growth trajectory as AUA hits £115bn

Provider ‘gaining traction’ on targeting the top 500 advice firms

clock 20 February 2025 • 2 min read
FCA addresses criticism on plan to auto-delete staff emails after a year

Regulation

FCA addresses criticism on plan to auto-delete staff emails after a year

‘We’re not deleting evidence or hiding information’

clock 20 February 2025 • 3 min read
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