Latest news | 30 Apr 26
Lifetime FM launches tool to support advisers with client segmentation
The modelling tool highlights opportunities for advisers to transition clients
Alltrust to acquire Family Suntrust schemes from Phoenix Wealth
The deal will see Family Suntrust brought together with Alltrust’s Family Pension Trust
Latest news | 24 Apr 26
Wealth specialists warn of risks to estate planning as IHT receipts reach record £8.5bn
Fifth consecutive year of record growth for IHT receipts
Latest news | 24 Apr 26
FCA orchestrates global action to stop illegal finfluencers
17 regulators worldwide who took part in a week of action
Latest news | 24 Apr 26
Sapia to pay £19.6m to WealthTek clients for failing to safeguard money
The FCA has censured Sapia for failing to properly separate key roles relating to client money