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Quilter

Editor's view: CII's corporate chartered status overhaul must add rigour

Your Business

Editor's view: CII's corporate chartered status overhaul must add rigour

The editor's Friday Night Takeaway from 24 January

clock 24 January 2025 • 5 min read
Financial heavyweights join forces against chancellor's IHT/pension plans

Pensions

Financial heavyweights join forces against chancellor's IHT/pension plans

AJ Bell, Quilter, Hargreaves Lansdown and Interactive Investor CEOs send joint letter

clock 22 January 2025 • 2 min read
Quilter tops table as most recommended adviser platform in 2024

Wrap/platforms

Quilter tops table as most recommended adviser platform in 2024

Last year's top ten recommended adviser platforms

clock 22 January 2025 • 1 min read
Alternative IHT/pensions strategies outlined as HMRC consultation closes

Tax planning

Alternative IHT/pensions strategies outlined as HMRC consultation closes

Ideas put forward by industry experts in post-Budget technical consultation

clock 22 January 2025 • 6 min read
Quilter platform delivers record quarterly net inflows of nearly £2bn

Wrap/platforms

Quilter platform delivers record quarterly net inflows of nearly £2bn

Fourth quarter results from Quilter

clock 22 January 2025 • 1 min read
HMRC nets £6.3bn from IHT in first three quarters of 2024/25

Estate planning

HMRC nets £6.3bn from IHT in first three quarters of 2024/25

December receipts totalled £620m up 13%

clock 22 January 2025 • 4 min read
Quilter's WealthSelect rebalances in response to bond market

Investment

Quilter's WealthSelect rebalances in response to bond market

Following recent government bond market performance

clock 17 January 2025 • 1 min read
Surge in probate delays following inheritance tax changes

Estate planning

Surge in probate delays following inheritance tax changes

134% rise in year-long cases

clock 16 January 2025 • 1 min read
Pension predictions for 2025: IHT, 'mega funds' and targeted support

Pensions

Pension predictions for 2025: IHT, 'mega funds' and targeted support

PA talks to retirement experts about what 2025 has in store

clock 09 January 2025 • 3 min read
Three advisory firms join Quilter's advice network

Your profession

Three advisory firms join Quilter's advice network

Efinity Wealth, Harris & Co Wealth Management, and Secure Financial Planning

clock 18 December 2024 • 1 min read
123
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'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
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What to expect from the FCA on financial crime in 2025

04 February 2025 • 5 min read
03

Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read
04

FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
05

Acquisitions rise in 2024 as 'smaller IFA firms exit market'

04 February 2025 • 1 min read
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