Professional Adviser

IFAs 'have role to play' in tackling 'blissful ignorance' around pensions

Pensions

Isabel Baxter

16 June 2025 • 4 min read

Tax Planning

IHT rule changes spark adviser-led surge in estate planning and charitable giving

Upcoming changes already beginning to influence charitable will-writing and estates market

Isabel Baxter

16 June 2025 • 3 min read

People

Octopus Money CEO Ruth Handcock awarded OBE

Named in the King’s Birthday Honours List 2025

Isabel Baxter

16 June 2025 • 2 min read

Companies

Iress launches integration partnership and welcomes PlannerPal

Expects to onboard maximum of four partners per year

Isabel Baxter

16 June 2025 • 3 min read

Your Business

view all

In-depth

IFAs 'have role to play' in tackling 'blissful ignorance' around pensions

IHT rule changes spark adviser-led surge in estate planning and charitable giving

Octopus Money CEO Ruth Handcock awarded OBE

Iress launches integration partnership and welcomes PlannerPal

Crossing Point joins Mabel Insights platform to offer advisers 'trend-following decumulation strategy'

People Moves: BRI Wealth Management names head of investments

Majority of investors believe ChatGPT could provide 'reliable' financial advice

'In the AI era, neurodivergence is more valuable than ever'

Market Movers: Concerns about UK inflation show tepid decline in May

How the world has changed for advisers and DFMs over the past 15 years

Foster Denovo taps into digital advice amid increased demand

'Risk aversion' from FCA and PRA limiting UK growth and competitiveness

Willingness to pay for financial advice falls as other options open up

FCA launches tool to help firms understand its investment advice expectations

Former LGIM CEO Michelle Scrimgeour recognised in King's Birthday Honours

Women in Financial Advice Awards 2025: Complete your entries!

Crossing Point joins Mabel Insights platform to offer advisers 'trend-following decumulation strategy'

PA Asks: What are you hoping to see from the FCA's targeted support guidance?

Willingness to pay for financial advice falls as other options open up

Robo-advisers 'disrupting' self-directed client segment

Technology

Artificial intelligence in advice: Finding the winning formula

David Downie: Express trust registration - what advisers need to know

Planning on cusp of a 'golden age' as tech serves growing demand

Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months

Regulation

Advertising watchdog upholds complaint against car rental 'investment' firm

FCA seeks feedback on cryptoasset trading regulation

Schroders becomes first to adopt all four SDR labels

Two convicted over role in £1.5m fake crypto investment fraud

Tax

Partner Insight: Preserving ISA benefits through post-mortem tax planning

IHT: All the options for reducing clients' taxable estates

Autumn Budget changes making advisers consider trusts for IHT planning

Partner Content: What do advisers need to do to help clients with the great wealth transfer?

Choose from below

Authors

Featured Content

Sister publications

Incisive Media

Professional Adviser

Artificial intelligence in advice: Finding the winning formula

David Downie: Express trust registration - what advisers need to know

Planning on cusp of a 'golden age' as tech serves growing demand

Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months

Advertising watchdog upholds complaint against car rental 'investment' firm

FCA seeks feedback on cryptoasset trading regulation

Schroders becomes first to adopt all four SDR labels

Two convicted over role in £1.5m fake crypto investment fraud

Partner Insight: Preserving ISA benefits through post-mortem tax planning

IHT: All the options for reducing clients' taxable estates

Autumn Budget changes making advisers consider trusts for IHT planning

Partner Content: What do advisers need to do to help clients with the great wealth transfer?