More employers are regularly engaging with their workforce around retirement planning and future proofing their finances, offering an opportunity for the financial advisers who partner with them.

I was intrigued and more than a little worried this week by a report about consumer expectations of an inheritance windfall. It turns out many millions see an inheritance windfall as almost guaranteed.

STEP, the global professional body for trust and estate practitioners, announced the winners of its 2025 Private Client Awards last night during a ceremony at the London Hilton on Park Lane.

Rising compliance and portfolio management demands are reducing the time financial advisers can spend addressing clients’ concerns about their financial affairs.

The pensions industry should drive small pension pots consolidation by 2030, trade body Pensions UK has urged.

Inheritance tax receipts climbed £200m rising 5.7% in the three months to the end of August, new HMRC data published today revealed.

The House of Lords Finance Bill Sub-Committee has begun a consideration of government proposals to impose inheritance tax on pensions on death.

The Bank of England’s Monetary Policy Committee (MPC) has voted to hold its base rate at 4% today, in a widely expected move.

Royal London and Aviva continued to hold their positions as the most recommended personal pension and SIPP providers by advisers in the first half of this year.

Cash ISA subscriptions rose by 67% to £69.5bn in the 2023/24 tax year, according to new figures released today by HMRC.