Almost 8 in 10 (79%) 45-54-year-olds (Generation X) say they are worried about spiralling living costs as they approach retirement, according to a new report.

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A leading Financial Planner has warned that the Chancellor may choose to raise Capital Gains Tax (CGT) rates to align with Income Tax in order to raise cash in his budget to be delivered on 27 October.

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Financial Planners reacting to a report exposing family wealth abuse say that too little is being done to protect financially vulnerable people.

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Abrdn (formerly Standard Life Wrap), Aviva, Praemium and Quilter are to offer AJ Bell Investments’ managed portfolio service (MPS) to boost the number of Financial Planners able to access the funds.

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UK consumers over 55 feel less confident about being able to find a paid job than before the Coronavirus pandemic, according to new research.

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Cambridge, Edinburgh and London have been named the top three cities for retirees but people retiring in these cities face substantial pension shortfalls and high property prices.

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Financial Planning firms which continue remote or hybrid working following the pandemic will have their arrangements considered on a case-by-base basis by the Financial Conduct Authority (FCA).

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Wealth manager and Financial Planner Tilney Smith & Williamson has appointed Adam Smith to help build a new transatlantic tax advice team.

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A new study suggests that 63% of consumers would consider paying a fee for 'personalised' financial guidance.

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A new 'elephant in the room' report has been published to draw attention to the little understood but growing problem of vulnerable but well off clients becoming victims of theft and fraud within families.

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