IHT receipts for April to June £83m higher than same period last year, data reveals
HM Revenue and Customs today revealed that Inheritance Tax receipts for April 2024 to June 2024 were £2.1billion, which is £83million higher than the
Chancellor launches pensions review to boost investment
The chancellor Rachel Reeves has announced the first phase of a landmark pensions review as part of the new government’s mission to boost growth
Adviser reports surge to over 100,000 a month due to Consumer Duty
The number of client reports generated by advisers has increased exponentially as the Consumer Duty anniversary approaches, Dynamic Planner has reported. (Money Marketing)
Why the SDR will change the face of the UK’s sustainable fund market
The onset of the Sustainability Disclosure Requirements presents a major overhaul in the way sustainability-based investments are labelled, marketed and reported in the UK.
King’s Speech 2024: ‘surprise’ pension schemes bill unveiled
King Charles unveiled the pension schemes bill in his speech at the state opening of parliament today (July 17) as Labour aims to put
Financial advisers unprepared for great wealth transfer
The majority (69%) of financial advisers do not have a plan in place to tackle one of the largest ever transfers of wealth due
ESG Accord launches academy to support advisers with SDR
ESG Accord has launched an academy to help advisers get to grips with the Financial Conduct Authority’s Sustainability Disclosure Requirements (SDR). (Source Money Marketing)
Financial services leaders positive about future under new govt
Two thirds (67 per cent) of financial services leaders are more positive about the sector’s future growth under the new government, research from KPMG
