Speculation that chancellor Rachel Reeves could look to alter the pension tax-free cash lump sum limit has emerged again ...

Nobody reading this should need to be reminded (we hope) that this was when the Consumer Duty came into effect. In the run-up ...

Chancellor Rachel Reeves’s Autumn Budget decision to end pension pots’ exemption from inheritance tax (IHT) could leave ...

Lisa Webster looks at the current IHT landscape and asks if gifting is the best ...

Chris Jones is director of the Quilter Academy In the last two articles, we explored our selection process and then focused ...

Inheritance tax (IHT) receipts have continued to climb for the first four months of this year, as financial services experts ...

Financial advice firms must look beyond recruitment drives and training academies if they want to bring more young people ...

Aberdeen has sold its financial planning business to Ascot Lloyd as part of its plan to streamline its operations.

Aberdeen's financial planning arm, which has historically always held a rather confused position within a rather confused ...

Benchmark’s acquisition strategy is building long-term trust with advisers, according to its commercial director Gillian Hepburn.

Legal and financial complexity is discouraging many wealthy families from including charitable giving in their wills, despite ...

The Financial Ombudsman Service (FOS) has partially upheld a complaint against advice network The Openwork Partnership ...