AI may be transforming financial services, but the principles that matter most remain unchanged ...

Dynamic Planner has added agentic artificial intelligence (AI) to its platform for financial advisers. The firm said the upgrade to its existing range of tools is designed to unlock further capacity ...

Pensions have come through Chancellor John Healey’s first Budget largely unscathed, providing relief to both those nearing ...

Freyr Investment Management, an estate planning specialist, has launched. The firm said it has identified a gap in the market ...

Two thirds of financial advice firms (66%) have seen an increase in enquiries about inheritance tax and estate planning, ...

Eight in 10 (82%) financial advisers expect to increase MPS usage over the next three years, according to research by ...

Inheritance Tax (IHT) receipts totalled £936m in September 2026, according to HMRC data. This marked a large jump from the £671m recorded in September 2025 and beat the £871m recorded in June 2026.

Hargreaves Lansdown is launching its own in-house money market fund in collaboration with BNY Investments. The fund will be ...

PA Adviser spends a week in the life of Keith Balmer, portfolio manager, multi-asset solutions (EMEA) at Columbia ...

Families in the UK paid £315m in inheritance tax (IHT) on gifts in the past year, according to TWM Solicitors. The figure is up from £302m the previous year. A total of 1,390 estates paid IHT on gifts ...

AJ Bell has made five changes to its quarterly Favourite Fund List, including three additions and two removals. Ashoka WhiteOak’s India Opportunities is the first addition. AJ Bell assesses that the ...

Fixed income has historically spent much of the client conversation on the back foot. For years, low yields meant bond allocations were treated almost as a formality, a stabiliser held more out of ...