Over 800,000 higher earners in the UK are missing out in around £1.4bn in pensions tax relief, new data suggests. Around 6.8 million people paid into a pension via 'relief at source' in 2023/24, ...
Ask a group of financial advisers what they 'do' and you'll hear familiar answers. Investment planning. Retirement strategies. Pensions. Perfectly respectable. Entirely sensible. And yet, somehow, ...
In this latest video in the II Awards 2025 Winners' Stories series Justin Oliver, CIO, Canaccord Genuity Funds, shares that working as a close-knit team is the secret to their success.  Cannacord ...
There are important planning considerations for clients thinking of moving to Europe, says David Morley (pictured above) of specialist expat financial planning firm Blevins Franks. Rising UK tax ...
Independent financial advisers are prioritising attracting new clients this year, with more than two thirds (69%) of advisers saying bringing in new clients is a 'high priority' for 2026, new research ...
The Federal Court in Sydney has sentenced former investment manager Rodney Forrest to six years in prison for insider trading and persuading others to trade in more than AUS$3m of Platinum Asset ...
Fairstone is predicting a record number of firms will join its Downstream Buy-Out (DBO) acquisition programme in 2026. The wealth management group is forecasting a 30% increase in DBO sign-ups in 2026 ...
Hargreaves Lansdown is making a raft of changes to its fee structure to cater to the evolving needs and behaviours of its clients. The investment platform said the amendments mark the first major ...
Australia’s AMP has sold its investment management subsidiary Collimate Capital, formerly AMP Capital, to two companies. The deals will see Collimate’s international infrastructure equity business ...
Vanguard has announced it is cutting the fees across its £52bn LifeStrategy funds range and reducing the funds' bias towards UK assets. The firm will slash the fees on its flagship multi-asset ...
Tributes have been flooding in for Nigel Simpson, head of  Zurich Integrated Benefits International, who sadly died in hospital last week. The Isle of Man financial services world was rocked last week ...