New HMRC figures have revealed UK citizens paid £5.4 billion in Inheritance Tax in 2018/19, a 3% increase on the previous tax year.

Advisers need to urge clients to check if any Trusts they hold are registered or risk an unknown fine.

The chief executive of wealth manager and investment provider Close Brothers Group, Preben Prebensen, is to step down as CEO after 10 years to pursue new interests.

Scammers are targeting CISI members by claiming they can receive sponsorship.

Retirement wealth planning firm James Hay has appointed platform veteran Stephen Wynne-Jones as its head of marketing.

Two leading pensions firms have gained Master Trust authorisation from The Pensions Regulator (TPR).

Invesco has launch its new Model Portfolio Service (MPS).

The wealth manager trade association PIMFA has signed up David Ellis, CEO of Harlequins Rugby Club and TV wildlife presenter Chris Packham as keynote speakers for its 19th Annual Summit.

Nearly 50% of pension savers accessed their pension pots in the past 12 months without taking any regulated advice or guidance, The FCA’s Retirement Income Data reveals today.

Wealth manager and Financial Planner Succession Wealth has appointed six directors to help drive its expansion plans.