Inheritance tax receipts for the current tax year to-date have reached a record £5.3bn, according to the latest figures published by HMRC.

A third of large financial advice firms are likely to become platform operators in the next three years, a new report suggests.

Long-term funds domiciled in Europe had their worst year in 2022 in term of flows since 2008, shedding €130bn (£114bn).

Growing digital wealth manager Moneyfarm has appointed former Virgin Money chief Dame Jayne-Anne Gadhia as chair.

A fraudster who claimed to be an investment manager has been jailed for three years after conning friends and family out of millions of pounds.

Simon Foster has been appointed chief executive of Barnett Waddingham SIPP taking over from Julia Bassett who had held the position for 13 years.

A million more people will be paying higher rate tax by 2027, according to forecasts published by HMRC in response to a Freedom of Information (FOI) request.

Wealth manager Titan Wealth is to take over the development and management of the investment propositions offered by national IFA, pensions and employee benefits consultancy firm LEBC/Aspira.

Wealth manager and Financial Planner Evelyn Partners has appointed highly-experienced Financial Planner Gavin Tansey to its Liverpool office.

More than three-quarters of working adults have little idea how much the state pension is or when they can claim it, according to a new survey.