Wealth manager and Financial Planner Mattioli Woods has acquired a £400m AUM/A (Assets Under Management / Advice) Financial Planner firm serving 1,000 households in the West Midlands.

Platform Transact has apologised to users after a firewall upgrade created technical problems and locked out users last month, blocking all external access for several hours.

Women are more likely to make changes to their financial planning following receiving financial advice, according to a new report.

With AI developments moving ‘dramatically faster’ than the frameworks governing it, the FCA is having to make changes of its own, according to chief executive Nikhil Rathi.

Financial advisers have spoken out against the Treasury’s plans to tax cash held in stocks and shares ISAs.

The Government has published a consultation on the introduction of a criminal offence of reckless untrue declarations or supplying reckless false statements for direct tax.

Artificial intelligence is changing affluent and high net worth investor attitudes, with 39% saying it makes them more willing to take calculated risks, according to a new report.

HMRC has identified £156m worth of gifts in the last year that may still be liable for inheritance tax as the donor continued to benefit from the asset after making the gift, according to analysis by TWM Solicitors.

The Treasury's consultation on its proposed new First Time Buyer ISA (FTB ISA) - to replace the Lifetime ISA (LISA) - promises simplicity and closer alignment with the rules on other ISA products.

STEP, the professional body for trust and estate practitioners, has warned the government that its plans to bring unused pension funds within the IHT net from next April will cause “unworkable complexity” and could have adverse consequences for bereaved families.