Uncategorised | 29 Aug 25
UK wealth firms raise concerns over ‘targeted support’ delivery
Firms say that the current rules risk adding more confusion for customers, and the line between guidance and advice is still unclear
Uncategorised | 29 Aug 25
Evelyn Partners sees assets hit record high ahead of IHT changes
Net flows were £692m, up 62.1% compared with the £427m recorded in H1 last year
Tax & Regulation | 28 Aug 25
Advisers see rise in use of deeds of variation to avoid IHT
Advisers say usage will increase over the next few years ahead of upcoming IHT changes
Uncategorised | 28 Aug 25
Half of Gen Zs think they will retire well – but 72% have no plan
Young people are more confident about retirement in Singapore than older generations
Half of millionaires leaving charitable gifts in will
Charitable will trusts and donor advised funds are also being used by one in three millionaires



