Regions
A geographical breakdown of the news and features most relevant to our audiences in each region.
Latest news 26 Mar 26
Clients returning to the UK may benefit from new foreign income tax relief
You must meet certain conditions and actively claim the benefit, explains Keystone Law tax partner Alex Boothman
Latest news 25 Mar 26
UK expats unaware they are set to lose low-cost route to building up state pension
The reforms will remove access to Class 2 voluntary National Insurance contributions for individuals living overseas
Industry 25 Mar 26
Jersey regulator unveils five-year strategy to boost financial services growth
The regulator said it will support the growth of legitimate business by providing a simple, easy-to-understand regulatory framework
Industry 25 Mar 26
FCA proposes rule tweaks to encourage firms to offer ‘simplified advice’
One of the biggest changes is that the FCA will give firms more flexibility in how often they deliver suitability reviews
Quilter develops AI tool for advisers with tech specialist Aveni
Aveni Assist has been deployed to all advisers across the Quilter network to enable them to record, transcribe and summarise client meetings
Transact to launch flexible reversionary trust amid adviser demand for IHT solutions
Transact said it has seen increased interest in both onshore and offshore bonds and trust planning from advisers
ValidPath parent appoints CTO to lead AI innovation
He will lead the delivery of Rimbal’s technology roadmap and scale up the technological infrastructure that powers ValidPath
Financial planning | 23 Mar 26
Advisers see surge in demand for tax wrappers as IHT receipts soar
The latest HMRC figures show IHT receipts reached £7.7bn between April 2025 and February 2026
Wealth demand for private credit holds firm despite fresh liquidity concerns
Samuel Leach, head of investor relations at TAB, says the wealth channel will play a central role in the growth of private credit