A single homeowner with a house worth £308,782 and £459,000 saved for retirement will be subject to £107,000 of IHT from 2027. Calculations by Quilter have found as property values and other ...
Many column inches have already been written about the impact of the recent Budget in relation to the impact on consolidation in the financial intermediary sector.
Mortgage brokers’ confidence in their own business fell slightly during the third quarter of the year, research from the Intermediary Mortgage Lenders Association has revealed.
Mortgage lender service levels have been one of the biggest sources of frustration for advisers and brokers in 2024, according to the sales director of the Cherry Forum.
FT Adviser’s prestigious Financial Adviser Service Awards was held last night (November 21) at the iconic Natural History Museum in London. Now in their 34th year, the awards seek to highlight ...
Just 38 per cent of the UK’s largest fund groups saw net retail sales of onshore funds improve during the third quarter of 2023. The latest Pridham Report from ISS Market Intelligence looks at sales ...
The Financial Conduct Authority has found most life insurance firms are unable to provide clear and comprehensive servicing standards for bereavement claims.
A quarter of wealth managers in the UK do not believe their clients would trust artificial intelligence for investment, new research shows.