Speculation that chancellor Rachel Reeves could look to alter the pension tax-free cash lump sum limit has emerged again ...

Lisa Webster looks at the current IHT landscape and asks if gifting is the best ...

Chris Jones is director of the Quilter Academy In the last two articles, we explored our selection process and then focused ...

Benchmark’s acquisition strategy is building long-term trust with advisers, according to its commercial director Gillian Hepburn.

Inheritance tax (IHT) receipts have continued to climb for the first four months of this year, as financial services experts ...

Aberdeen has sold its financial planning business to Ascot Lloyd as part of its plan to streamline its operations.

Aviva has launched a Guaranteed Fixed Term Income Plan designed to “offer clients greater control of how they manage their ...

Aegon UK’s H1 2025 adviser platform net outflows were £1.54n, which it attributed to ongoing consolidation and vertical integration in non-target adviser segments, its latest results show.

CEO Roger Marsden talks to chief reporter Isabel Baxter about the business’ new era with a refreshed strategy, its focus on ...

The fragmented platform market could see future consolidation as advisers take “flight to trusted quality", according to ...

Financial advisers have a “powerful opportunity” to guide clients through client fears when it comes to retirement, ...

Chancellor Rachel Reeves’s Autumn Budget decision to end pension pots’ exemption from inheritance tax (IHT) could leave ...