With the highly anticipated Autumn Budget coming up, advisers will have to navigate tax changes and consider the implications ...

Evelyn Partners CEO Paul Geddes has cautioned that capital gains tax (CGT) hikes could have a “stifling” effect on ...

The CEO of the Financial Conduct Authority, Nikhil Rathi, has acknowledged that the FCA “clearly has more to do” to show that ...

The government is expected to increase the amount it raises from inheritance tax (IHT) in the Autumn Budget, according to ...

Personal Finance Society (PFS) president Anthony Ward has decided to leave the PFS board as his term in post comes to an end.

Over the last few weeks, there has been a lively debate in the financial advice trade press about the rival merits of managed (or model) portfolio service (MPS) investment solutions and multi-asset ...

Laith Khalaf shares his thoughts on a recent performance of the 'Bailey-Pill double ...

St James’s Place has posted a rise in funds under management to £184.4bn for the third quarter of 2024. The figure marks an increase from both Q2 2024 and Q3 2023, when it stood at £181.8bn and ...

Rachel Reeves is expected to use her inaugural Autumn Budget to raise capital gains tax (CGT) on the sale of shares and other assets, but not on the sale of second homes.

Consilio Financial Planning financial adviser Catherine Morgan talks to Professional Adviser about her career change from accountant to adviser ...

First operating loss since 2008 The PFS fell into an operating loss (of £327,00) in 2023, for the first time since 2008 and the third time in 20 years. A PFS spokesperson declined to "speculate" when ...