Majority of advisers interested in specialist IHT support
Only half (52%) believe their firm is ‘very experienced’ in IHT planning
Tax & Regulation
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Nine in 10 advisers involve clients’ family in ‘great wealth transfer’ planning
Research by Quilter Cheviot and the Lang Cat
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VCTs see third best fundraising year on record
Figures complied by Association of Investment Companies
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FCA and Treasury launch consultation on streamlined regime for asset managers
Including bespoke rules for investment trusts and VCTs
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Alpha FMC: Regulation, AI and private markets to shape asset & wealth management growth
With AI adoption and expansion into private markets shaping the industry, companies embracing transformation will be best positioned for the future
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Five key takeaways from the Spring Statement
Downgraded economic forecasts, increased defence spending and cuts to welfare were a few of the developments
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Spring Statement 2025: ISA reform prospects welcomed as ‘a real opportunity’
Government commits to looking at options
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FCA unveils plan to ‘significantly streamline’ its operations
It will automate roles undertaken by employees, but some expressed ‘nervousness around consumer protections’
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Flagstone warns against FCA pressuring people to ditch cash
FCA chair indicated the regulator would like to encourage UK investors to buy stocks
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RGL bolsters group claim against Hargreaves Lansdown over Woodford
Group action to now work on behalf of more than 8,300 claimants
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FCA bans Crispin Odey from financial services industry
Fined £1.8m for a ‘lack of integrity’
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PFS consolidates tools to help advisers with Consumer Duty
Regulatory environment is ‘characterised by heightened scrutiny and challenge’