With news today that the IHT take seems to be rising inexorably, Andy Zanelli, head of technical engagement at Aberdeen Adviser looks in this case study article for Financial Planning Today at the worrying potential cost of IHT to future generations and why advisers need to start planning now to avoid a nasty tax trap.

Platform group Nucleus Financial Platforms has promoted chief commercial officer Mike Regan into the newly created role of deputy CEO.

Inheritance tax receipts hit £4.39bn in the first six months of the 2025/26 tax year, according to data released today by HMRC.

PTC Financial Advice (Scotland) Limited (FRN: 816036), has been declared in default by the FSCS, the industry compensation safety net.

National IFA Continuum, owned by M&G, saw a 17% increase in assets under influence year-on-year to more than £2.75bn in the last quarter.

Pension transfer values have fallen by 6% since the start of 2025, despite only a modest increase in September.

Britain’s pension providers and insurers have joined forces with the government to back a regional growth drive through a new group which will be launched at the first-ever Regional Investment Summit on Tuesday.

The government’s Pension Tracing Service received 273,709 calls between January 2021 and September 2025 from people keen to trace 'lost' retirement savings. 

Peter Kettell IFA (FRN: 209563), an adviser firm based in Sheffield, has been declared in default today by the FSCS, the industry compensation safety net.

I was pleased to see this week that the Chartered Institute for Securities & Investments (CISI) has joined with other professional bodies in urging stronger governance on the ethical threats for financial professionals in using AI (Artificial Intelligence).