Expanding Financial Planner and wealth manager Fairstone has completed the acquisition of two Financial Planning firms and opened a new hub in Farnborough to support expansion in the South.

HMRC today reported that Inheritance Tax receipts for the period April to July this year were £2.8bn, up £200m year on year.

Most retired people have numerous regrets when it comes to retirement planning, including failing to put a plan together early enough in life.

The FCA’s head of supervision Nick Hulme will lead a Consumer Duty Alliance event this autumn aimed at highlighting the problems faced by smaller advice firms.

The number of people expected to pay dividend tax in the 2024/25 tax year has almost doubled since 2021/22, a Freedom of Information request from AJ Bell has revealed.

Seven out of 10 fund groups (69%) expect Labour’s policies to be beneficial to UK economic growth, according to Quilter Investors’ latest Investor Trends Survey.

Pensions and SIPP provider @sipp has promoted finance director Steve Lancaster to a newly-created role of chief operating officer role after he was one of the two people behind a management buy-out of the firm earlier this year.

The FCA has cancelled the Part 4A permissions of Manchester-based claims management company Domum Ltd (FRN 831104) after concluding that it was carrying on no regulated activity.

The FCA has released the ESG labels to be used by fund managers and other authorised firms that market sustainable investment products.

Wealth manager and Financial Planner Evelyn Partners has appointed two new business development managers to help support the continued growth of its IFA business.