United Kingdom
FCA proposes rule tweaks to encourage firms to offer ‘simplified advice’
One of the biggest changes is that the FCA will give firms more flexibility in how often they deliver suitability reviews
Quilter develops AI tool for advisers with tech specialist Aveni
Aveni Assist has been deployed to all advisers across the Quilter network to enable them to record, transcribe and summarise client meetings
Transact to launch flexible reversionary trust amid adviser demand for IHT solutions
Transact said it has seen increased interest in both onshore and offshore bonds and trust planning from advisers
ValidPath parent appoints CTO to lead AI innovation
He will lead the delivery of Rimbal’s technology roadmap and scale up the technological infrastructure that powers ValidPath
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