Financial planning

Financial planning | 7 Apr 26

Investors Trust’s David Knights on succession planning and intergenerational wealth in Asia

Why structures that hold up over decades are more important than ever

FEIFA opens its doors to lawyers and tax experts

Financial planning | 2 Apr 26

Online trends are not the enemy of advice – they are the opportunity

John Westwood, Group Chairman, Blacktower FM discusses how digital and online trends such as social media and AI can be an adviser’s friend

IFA Newell Palmer clocks up third acquisition in four months

Financial planning | 1 Apr 26

Clifton Wealth Partnership acquires financial planning firm Cutting & Carter

The Maldon-based financial planning firm brings approximately 500 active clients and £60m of AUM to the partnership

Inheritance tax written under torn paper.

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

Financial planning | 9 Mar 26

Team announces WH Ireland rebrand as FCA greenlights deal

The deal is set to go ahead on 24 March subject to a court-sanctioning