Chartered Financial Planner Greg Harris of Unividual was recently faced with a challenging case when clients turned to him after facing a hefty CGT bill following an unexpected windfall inheritance.

Eldon Financial Planning, based near Darlington, has become the latest Financial Planning firm to become employee owned.

Ninety One plc and Ninety One Limited, the new names for Investec Asset Management, will float with a stock market valuation estimated at between £1.7bn and £2.2bn.

Major US fintech firm Broadridge Financial Solutions has completed its acquisition of FundsLibrary, a firm which provides fund documents and data to UK and European advisers and fund managers.

Wealth manager trade association PIMFA has questioned whether the Financial Conduct Authority remains ‘fit for purpose’ and is capable of dealing with all the problems facing the financial sector without major reform.

Men and women are over-estimating how many years they will live, according to a new study.

Kingswood, the City of London-based wealth manager and Financial Planner backed by private equity, has made three senior hires as it gears up for expansion.

Ministers should “not rush” to raise the age of pension access above its current level of 55, Steve Webb, former Pensions Minister and partner at pensions consultant LCP, has warned.

Aegon has welcomed a move to freeze the auto-enrolment annual earnings trigger at £10,000, a step that will mean an additional 80,000 eligible employees will likely start saving for retirement.

The Personal Finance Society, the 40,000-member professional body, has enlisted the help of ITN Productions to produce a news-style programme called Financial Wellbeing.