Financial Planning software and data provider Defaqto has added integrated cashflow modelling to its Financial Planning software Engage.

Paul Etheridge MBE, founder of the Institute of Financial Planning (IFP), has died aged 83 at his home near Cheltenham.

St James’s Place has partnered with education charity Young Enterprise to support the accreditation of schools looking to become centres of excellence for financial education.

A Government scheme allowing people to fill gaps in their National Insurance records will come to an end on 5 April.

Property made up half the wealth of estates paying inheritance tax (IHT) in London in 2019-20.

Fast-growing wealth manager and Financial Planner firm Kingswood Group has completed its deal to acquire Berkshire-based Financial Planner Barry Fleming & Partners for £6.2m.

Independent Wealth Planners (IWP), the acquisitive Financial Planning firm, has begun the search for a new chair after founder and chair David Inglesfield unexpectedly stepped down at the end of December.

Brighton and Hove-based wealth manager Skerritts Group has acquired £62m AUM Kent Financial Planner Equinox Wealth.

Platform firm Nucleus is set to buy SIPP and SSAS provider Curtis Banks for £242m in an agreed cash offer.

CII group chair Helen Phillips has expressed “sadness” over the decision yesterday by PFS President Caroline Stuart to resign but has insisted that the CII will pursue its aim of taking control of the PFS board.