The proportion of deaths subject to inheritance tax in the UK is projected to nearly double by 2029, according to forecasts.Currently, 5.1% of deaths are subject…
The rise in inheritance tax obligations signifies a growing financial challenge for UK citizens.Currently, only 5.1% of deaths are subject to inheritance tax, but this will…
Nearly all financial advisers are gearing up to integrate AI into their advisory processes, marking a significant shift in how financial advice is delivered.A recent poll…
Mabel Insights, a platform for fund comparison, adds Waverton as a partner.This alliance follows a series of partnerships for Mabel this year.Waverton aims to enhance data…
Survey shows rising pessimism among financial advisers for the coming year.12% of independent financial advisers foresee a downturn in their business within a year.38% expect the…
A recent survey reveals that independent financial advisers are increasingly concerned about the UK’s economic prospects over the next year.12% of advisers foresee their business in…
A recent survey reveals the economic outlook remains bleak, with nearly half of financial advisers predicting a downturn.A significant number of advisers worry about their clients’…
Financial advisers are reporting a lack of change in client allocations to private market assets over the past year.A recent survey by NextWealth indicates that 80%…
Financial advisers foresee a notable shift towards emerging and frontier markets over the next 18 months.A recent study indicates a potential 10-15% increase in allocations to…
The recent Autumn Budget 2024 introduced unexpected changes, particularly the inclusion of pensions under inheritance tax (IHT) from 2027, catching many off guard.Chancellor Rachel Reeves’s focus…
