Uncategorised
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
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
Overpaid pension tax claims jump 20% and ‘could get worse’
Of those who claimed overpaid tax, 2,400 people received refunds of more than £10,000
Uncategorised | 21 Aug 25
Partner Content: BOMS Conference & Awards 2025 recognises ‘unsung heroes’
This event takes place on Sept 11, 2025 in London at Etc Venue