Titan Wealth has bought Channel Islands-based wealth manager Ravenscroft Investments which operates in both Guernsey and ...

HM Revenue & Customs (HMRC) paid £44m in tax refunds on flexible pension withdrawals in the third quarter, latest figures ...

The latest FCA update on Consumer Duty price and value underlines a critical shift in how firms must approach consumer protection within financial services, writes Cat McInally ...

Sheldon MacDonald analyses adviser due diligence which he says can determine whether we sink or swim... Many advisers who see the term "due diligence" in an article's opening lines may be tempted to ...

Uncertainty over pension taxation rules is highlighting a growing need to shift retirement planning to include wider considerations of capital drawdown, according to Key Later Life Finance.

Chancellor Rachel Reeves will tell her global counterparts that the UK government’s first Budget next week (30 October) “will be a reset for our economy”, as she continues to emphasise Labour’s ...

One respondent said they are planning to bring on another adviser. On a similar note, another pundit said they want to grow by taking on more Chartered advisers and "maintain quality of service/advice ...

Capital gains tax (CGT) functionality and support given to advisers via platforms is influencing their platform selection and due diligence, according to research by Financial Software Ltd (FSL).

Given the scale of the government's predicament, nothing should be considered off the table in Rachel Reeves' first Budget speech, writes Alex Ranahan ...

Evelyn Partners has recorded assets under management and advice (AUMA) of £62.7bn for the third quarter of 2024, representing ...

Wealthtime will bring together the Wealthtime and Wealthtime Classic platforms under one brand on an “enhanced platform” ...

The industry is facing sweeping transformations thanks to technology and regulation, with 63% of professionals saying the ...