Just 2% of estates have made gifts out of surplus income under inheritance tax rules to minimise their tax burden in the past three years, according to new data.

The Quilter Foundation, the charity arm of wealth manager Quilter, has donated £25,000 to the Disasters Emergency Committee Myanmar Earthquake Appeal to support vital humanitarian aid following the earthquake that struck Myanmar last month.

Wealth manager and Financial Planner Quilter has reported record core net inflows of £2.28bn in the first quarter of 2025.

Inheritance tax receipts for the period April 2024 to March 2025 were £8.2bn, a rise of £0.8bn compared to the same period last year and a new record.

Quilter Cheviot Europe, the Dublin-based arm of wealth manager Quilter, has launched three new international funds.

Wealth manager Quilter has acquired specialist NHS pension analyst and support services firm MediFintech for an undisclosed sum.

Planners have urged investors not to make any knee-jerk reaction to the newly introduced import tariffs from the US government.

Financial Planners have shrugged off Chancellor Rachel Reeves' Spring Statement as having little effect on their clients.

Quilter Financial Planning, the financial advice network of Quilter, has added Belfast-based PHW Wealth Partners as its latest appointed representative firm, to strengthen its presence in Northern Ireland.

Over seven in ten financial advisers (71%) are worried about the impact of pensions becoming liable for inheritance tax (IHT) from 2027, according to new research.

Quilter's Managed Portfolio Solutions (MPS) came out top in three out of five categories in Defaqto’s MPS Comparator Awards.

New platform business rose 43% year-on-year to £20.9bn for the fourth quarter of 2024 as recovery got under way, according to new data.

There were 7.13m pensioners paying tax in the 2022/23 tax year, a 6% increase year on year, according to the latest data from HMRC.

Wealth manager and plaform operator Quilter has allocated £76m in funds for an ‘ongoing advice review’ and may ask some advisers to pay back if clients have paid for ongoing advice which has not been delivered, it revealed today in its annual results.

Recent strong stock market performance has been a boon for platforms, according to new data published today by platform analysts Fundscape.

The Quilter platform has seen assets in outsourced investments in DFM (Discretionary Fund Management) models and managed portfolio services soar by 331% since the end of 2020.

Advisers have warned the FCA that its proposed introduction of targeted support under the Advice Guidance Boundary Review could cause significant consumer harm if the difference between guidance and advice is not more clearly defined.

Quilter Financial Planning, the advice network of wealth manager Quilter, has signed up four new appointed representative firms.

The Quilter Investment Platform and Aviva Platform were the two most recommended adviser platforms in 2024, substantially ahead of their rivals, according to new data.

Gross inflows into Quilter’s platform from IFAs rose 91% year-on-year during the fourth quarter of 2024.