Rachel Reeves’ plans to cut the tax-free limit for Cash ISAs to £4,000 a year could push more people to invest their savings, ...

Financial advisers have been urged to play a more active role in discussing philanthropy with their high-net-worth clients, ...

Inheritance tax (IHT) receipts hit £7bn for the reported financial year so far, amid a warning that public finance and ...

Capital gains tax (CGT) receipts were £10.3bn in January, latest figures have showed. This takes the year-to-date total to ...

Reis Financial Planning, of Holmfirth in West Yorkshire, has become the latest financial advice business to be declared ...

News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance ...

In a crowded ETF market, it's not enough to offer thematic exposure at face value. Investors deserve depth—rigorously ...

Shareholder support for climate resolutions at major firms hit a new low last year, despite evidence showing corporate ...

Marketing isn’t always top of the to-do list for most advice businesses, but the evidence suggests it has a big impact, so ...

But how do we harness AI's efficiency without losing the human touch clients value? James Sullivan explores the ...

In its full year results for 2024 released today (20 February), the provider's workplace and adviser platforms reached £115bn ...