Advisers need to urge clients to check if any Trusts they hold are registered or risk an unknown fine.

New HMRC figures have revealed UK citizens paid £5.4 billion in Inheritance Tax in 2018/19, a 3% increase on the previous tax year.

James Capital chief executive Martin Davis has stood down from his role, it can be revealed.

Sanlam UK, part of the international financial services group Sanlam Limited, has completed the acquisition of the Thesis Asset Management. 

The CII has backed a report by the Centre for Data Ethics and Innovation stating the profession must engage with the public to reach a consensus on what constitutes a responsible use of AI and data.

Wealth manager Charles Stanley has appointed Louise Fletcher as head of middle office. 

Punter Southall Aspire is helping students improve their financial wellbeing by sponsoring a new publication for them. It is also helping to address money issues for prisoners and homeless people.

The FCA has today announced that Sheree Howard has been appointed as executive director of risk and compliance oversight (R&CO).

The Royal Bank of Scotland Group has appointed Alison Rose as executive director and chief executive officer.

Legal & General’s Retail Retirement division has signed a new introducer agreement with Prudential.