The Budget saw the chancellor confirm an expected cut to the cash Isa limit, despite the Treasury Committee warning that ...

AI and technology are words on every advisers’ lips but for Rowan Whittington, who joined Dynamic Planner in 2024 as growth ...

The government has issued its latest response to a petition calling for a ‘pension tax lock’ to be introduced.

A new generation of landlords are driving a change in the buy-to-let sector towards limited company ownership, research from ...

Every organisation reaps the consequences of the conversations that it engages in and avoids. To lead is to make an active ...

Two advisers have decided to leave the profession to find a solution to the cumbersome Letters of Authority process.

Quilter Financial Planning has added five appointed representative firms to its advice network.

The Bank of Mum and Dad now extends beyond first-time buyers, playing a “pivotal” role for second steppers, research from ...

A general meeting will be held to consider a takeover bid of Edinburgh Worldwide Investment Trust by activist shareholder ...

Keyridge Asset Management, a business created from the merger of three asset management companies, wants to expand the ...

Far from being a bug of the pensions and investments landscape, ‘sludge’ is now an ever-present beast that many in the ...

Perspective Financial Group has bought three firms adding £650mn of assets under management. The firms comprise BLM ...