Rachel Reeves’ plans to cut the tax-free limit for Cash ISAs to £4,000 a year could push more people to invest their savings, ...

Financial advisers have been urged to play a more active role in discussing philanthropy with their high-net-worth clients, ...

Capital gains tax (CGT) receipts were £10.3bn in January, latest figures have showed. This takes the year-to-date total to ...

Reis Financial Planning, of Holmfirth in West Yorkshire, has become the latest financial advice business to be declared ...

Inheritance tax (IHT) receipts hit £7bn for the reported financial year so far, amid a warning that public finance and ...

News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance ...

Shareholder support for climate resolutions at major firms hit a new low last year, despite evidence showing corporate ...

In a crowded ETF market, it's not enough to offer thematic exposure at face value. Investors deserve depth—rigorously ...

Marketing isn’t always top of the to-do list for most advice businesses, but the evidence suggests it has a big impact, so ...

In its full year results for 2024 released today (20 February), the provider's workplace and adviser platforms reached £115bn ...

But how do we harness AI's efficiency without losing the human touch clients value? James Sullivan explores the ...