Financial planning
Financial planning | 4 Aug 25
SPONSORED: Inheritance Tax in the UK – Part 2
Planning Ahead to Protect Your Client’s Estate
Financial planning | 31 Jul 25
SJP reaches record FUM of almost £200bn
Firm has seen strong inflows and positive investment performance
Financial planning | 30 Jul 25
Titan Wealth buys Finance Shop and FS Wealth Management
Deal brings Titan Wealth’s total AUMA to £37bn
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