Defaqto is launching a new rating system to assess funds and portfolios without an established performance history ...

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 ...

AJ Bell has reported net inflows rose 37% to £9.7bn for its full financial year to 30 September. This was derived from gross ...

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.

Quilter has reported a core net inflow of £8.9bn for the year to date, representing a 31% year-on-year rise. For the third ...

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 ...

Four in five pensions professionals (80%) are confident collective defined contribution schemes can improve retirement ...

Families in the United Kingdom paid £315m in inheritance tax (IHT) on gifts in the past year, according to TWM Solicitors.

Marlborough has hired a trio of investment managers to expands its Personal Portfolio service. Ian Hardcastle (pictured) has been appointed co-head of private clients, while Stephen Bennett and Oliver ...