Latest figures from HMRC reveal that the number of higher rate tax payers is set to have risen rise by nearly 2.5m over the past two years as fiscal drag pulls more high earners into higher rate tax bands.

Financial advisers have spoken out against the Treasury’s plans to tax cash held in stocks and shares ISAs.

Wealth management firm Isio has appointed Dan Thomas to be its new CEO from 1 September.

Wealth management firm Isio is to acquire fintech and AI-driven technology and investment firm Collidr for an undisclosed sum.

Employee benefit and wealth management firm Isio has launched a new Model Portfolio Service (MPS) with criticism of existing players in the market.

Professional trustee firms held a market share of 43% in 2024, up from 39% of DB pension schemes in 2023, according to a new report.