UK GDP fell by 0.3% in April, a turnaround from the growth seen in March, and a sharper fall than expected by many economists.
Andrew McGlone will step down from being chief executive of wealth manager Quilter Cheviot later this year after 31 years with the business.
A single person would need a pension pot of £682,000 - down £56,000 on last year - to produce a ‘comfortable’ retirement income, according to calculations by wealth manager Quilter.
Gross advised platform sales were a record £22.1bn in the first quarter, according to new data.
Inheritance tax receipts rose to £0.8bn in April, a £97m rise year-on-year (14%), according to today’s data from HMRC.
Fund groups are turning their backs on US investments because they expect Donald Trump’s reciprocal tariffs to be partially reintroduced when the current 90 day pause expires on 8 July.
Despite market turmoil in recent times, platforms enjoyed their best net sales for 3 years in Q1, according to platform consultant Fundscape.
The UK and US Governments have agreed a trade deal to reduce import taxes and remove tariffs.
Just 2% of estates have made gifts out of surplus income under inheritance tax rules to minimise their tax burden in the past three years, according to new data.
The Quilter Foundation, the charity arm of wealth manager Quilter, has donated £25,000 to the Disasters Emergency Committee Myanmar Earthquake Appeal to support vital humanitarian aid following the earthquake that struck Myanmar last month.
Wealth manager and Financial Planner Quilter has reported record core net inflows of £2.28bn in the first quarter of 2025.
Inheritance tax receipts for the period April 2024 to March 2025 were £8.2bn, a rise of £0.8bn compared to the same period last year and a new record.
Quilter Cheviot Europe, the Dublin-based arm of wealth manager Quilter, has launched three new international funds.
Wealth manager Quilter has acquired specialist NHS pension analyst and support services firm MediFintech for an undisclosed sum.
Planners have urged investors not to make any knee-jerk reaction to the newly introduced import tariffs from the US government.
Financial Planners have shrugged off Chancellor Rachel Reeves' Spring Statement as having little effect on their clients.
Quilter Financial Planning, the financial advice network of Quilter, has added Belfast-based PHW Wealth Partners as its latest appointed representative firm, to strengthen its presence in Northern Ireland.
Over seven in ten financial advisers (71%) are worried about the impact of pensions becoming liable for inheritance tax (IHT) from 2027, according to new research.
Quilter's Managed Portfolio Solutions (MPS) came out top in three out of five categories in Defaqto’s MPS Comparator Awards.
New platform business rose 43% year-on-year to £20.9bn for the fourth quarter of 2024 as recovery got under way, according to new data.
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