In this week’s episode of IFA Talk, we’re shining a spotlight on one of the most important and often overlooked parts of the ...

The ‘gifts out of surplus income’ rule allows taxpayers to give away money without paying inheritance tax (IHT).

With many rumours circulating in the national media around the implementation of a cap on lifetime gifting, first reported by ...

The Financial Ombudsman Service is consulting on changing its case fee structure which would see businesses pay less for ...

In the private rented sector, landlords are already required to meet a number of safety and maintenance standards. These ...

Less than a week since the Bank of England Base Rate cut, Moneyfactscompare.co.uk reveals more than 20 savings providers have ...

Quilter is the most recommended adviser platform by value for the first half of 2025, retaining its top spot for the second ...

Nobody knows exactly how AI will reshape mortgage compliance, but here's one compelling vision: Mortgage compliance teams are ...

Simplybiz has announced the broadening of its business consultancy service with the addition of a new proposition designed to support advisers through the ...

Following Rachel Reeves’ recent announcement of the Leeds Reforms, one financial compliance expert has warned financial services businesses not to ...

Incoming inheritance tax liability (IHT) on pensions is forcing change in how financial advisers spend their time and what they discuss with clients, ...

Why? Because most advisers prefer clients who have already “made it”. Truly Independent’s CEO, Andrew Goodwin, has dubbed ...