Financial planning

Policy experts lambast government’s decision to proceed with IHT raid on pensions

Financial planning | 23 Jul 25

Policy experts lambast government’s decision to proceed with IHT raid on pensions

Takes effect from April 2027.

Financial planning | 22 Jul 25

Women’s Wealth Alliance tackles misconceptions around financial planning roles

Only 36% of women outside the sector would consider financial planning

ISA - acronym from wooden blocks with letters, ISA Individual Savings Account concept (Industry Standard Architecture ), top view on grey background

Financial planning | 16 Jul 25

Titan Wealth study highlights need for UK ISA reform

Titan Wealth research shows stocks and shares ISAs would be first choice for spare cash

Volatility splits fund buyers

Financial planning | 8 Jul 25

Chase de Vere’s profits up £32m as firm eyes further acquisitions

Pre-tax profits mark a 24.2% increase from £25.7m in 2023.

Europe | 30 Jun 25

Team announce interim results and plans for UCITS launch

UCITS launch set as firm says it has now received final approvals from the CBI and JFSC.