News

Financial advisers are confident that they can take on 20 more clients each year thanks to help from artificial intelligence ...
Origo has confirmed it has completed connection to the pensions dashboards ecosystem ahead of the 30 April guidance date.
Advisers who are using technology to the greatest extent they can are outperforming their peers where it comes to revenue, ...
Chancellor Rachel Reeves could be pushed into breaking Labour’s commitment not to raise taxes on workers as escalating trade tensions initiated by Donald Trump put Britain’s economic recovery at risk, ...
HM Revenue and Customs (HMRC) repaid nearly £44m in overpaid pensions tax in the three months from January to March this year, newly published figures have shown.
Our next generation advisers interview series has generated a bit of a buzz here at Professional Adviser HQ. We kicked this series off in February, with our very own next generation senior reporter ...
Inheritance tax (IHT) receipts hit £8.2bn for April 2024 to March 2025, marking the fourth consecutive record year.
HMRC expects to raise at least an additional £110m in inheritance tax (IHT) per year by reducing the IHT relief currently ...
The tax gap Each year, HMRC publishes its estimate of the tax gap. The tax gap is the difference between the amount of tax received by HMRC and the amount that it expects to have received. In the 2022 ...
A decade after stepping down as director, Peter Hargreaves, co-founder of Hargreaves Lansdown (HL), is set to rejoin the ...
Tony Wilkson recommends taking a balanced approach to the use of AI in advice and outlines some practical ways to integrate the tech without losing client ...
AJ Bell said its Gilt MPS range is designed for advisers and their clients who are looking to invest in a tax efficient MPS.