Isle of Man financial services holding company Manx Financial Group has acquired Liverpool-based wealth manager CAM Wealth Group.

Inheritance Tax (IHT) receipts rose £0.6bn (year on year) to £6.3bn for the period April to December 2024, according to the latest data from HMRC.

The Personal Finance Society (PFS) has published a new good practice guide for advisers about economic abuse and life insurance.

Long-serving Transact CEO Jonathan Gunby is to retire in March and will hand over to colleague and chief development officer Tom Dunbar.

 Investment platform AJ Bell has signed up to Finio, Sprint Enterprise Technology’s integration hub, to ‘increase efficiency’.

Behavioural finance firm Oxford Risk has launched new retirement income suitability software to help Financial Planners and advisers meet the FCA's stricter requirements in the wake of last year’s thematic review.

Fast-growing Financial Planning firm Perspective Financial Group completed five further acquisitions in December, adding £375m of assets under advice.

New data revealing that ‘target market’ was the most crucial factor for MPS selection in 2024 suggests that Consumer Duty is having a considerable influence on adviser practice.

Financial Planning software provider Prestwood has launched a portal which it says will allow Financial Planners to capture the data needed to produce a detailed lifelong cashflow model for their clients.

Investment adviser and wealth manager Julius Baer International has hired Gareth Johnson as its head of Managed Portfolio Service (MPS) to create an MPS offering for independent financial advisers across the UK.