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PPF invests in landmark water infrastructure project

£60m invested directly by the PPF’s in-house investment team. Reinforces the PPF’s role as a long-term, responsible investor in the UK economy. Underlines PPF’s growing capability to deliver complex transactions in-house. Nearly half of the PPF’s £31bn of assets under management are invested in the UK. The project strengthens long-term water resilience for 2.5 million people.
Posted on Friday Aug 22

High earners face £7k extra tax if thresholds freeze to 2030

High earners could face paying more than £7,000 in extra income tax if the Chancellor, in the upcoming Budget, extends the current freeze on tax thresholds until 2030, according to new analysis from Rathbones Group.
Posted on Thursday Aug 21

Capital Gains Tax up 11 percent on last year

The Chancellor has collected £732 million in Capital Gains Tax (CGT) through the first four months of 2025/26, a rise of 11% or £75 million in comparison with the same period in the previous financial year (£657 million). CGT receipts are estimated to hit £25.5 billion a year by 2029/30 – nearly twice current levels
Posted on Thursday Aug 21

Latest figures shows IHT continuing its unrelenting rise

Just Group and Hargreaves Lansdown comment on HMRC update showing that Inheritance Tax (IHT) receipts totalled £3.06 billion through the first four months (April-July) of the 2025/26 financial year. The figure represents an increase of £229 million, or 8%, compared to the same period last year when £2.83 billion was collected in April–July 2024/25. That signalled the start of a fourth consecutive record-breaking year of IHT with £8.2 billion collected through the 2024/25 financial year. The OBR’s most recent forecast, published at the Spring Statement, projects yet another record year in the pipeline. IHT is predicted to generate £9.1 billion for the Treasury in 2025/26 and more than £14 billion by 2029/30.
Posted on Thursday Aug 21

Aviva completes a GBP700m buyin deal with the ABB Plan

Aviva has announced the successful completion of a £700 million bulk purchase annuity (BPA) buy-in transaction with the ABB Plan, in the UK.
Posted on Wednesday Aug 20

Threat of Budget tax raid on pensions

Treasury could move on tax-free lump sum, tax relief, salary sacrifice or Annual Allowance in hunt for savings. Wealth manager Evelyn Partners’ retirement and pensions specialist on what earners, savers, retirees, and the Chancellor, need to consider
Posted on Tuesday Aug 19

Stablecoins and US Banks

While stablecoins offer efficiency and innovation in the financial system, they pose both opportunities and risk for banks, potentially disrupting deposit bases, payment fees, and traditional lending.
Posted on Tuesday Aug 19

Cohabiting families to face GBP82K IHT bill under new rules

New calculations from Quilter show that a working-age single homeowner in England with an average-priced home (£290,395) and a moderate pension pot (£415,000) would face an inheritance tax (IHT) bill of £82,158 from 2027 following changes announced in the Budget - even if they die before reaching pension age.
Posted on Monday Aug 18

Average annuity value soars 160 percent since 2021

HL client data shows that in the first six months of 2025 the average fund used to purchase an annuity was £162,729. This is up from £62,301 in the first six months of 2021. This indicates a wider range of people are taking advantage of the good value annuity rates available right now. 2024 was the best year for annuities since before Freedom and Choice was introduced. 2025 looks set to build on this. The most recent data from the HL annuity comparison service shows a 65-year-old with a £100,000 pension can get up to £7,793 per year with a single life level annuity with a five-year guarantee.
Posted on Monday Aug 18

Stocks surge higher as Ukraine talks are in focus

FTSE 100 looks set for a positive start after fresh records were breached in Asia. Nikkei hits a high helped by greater clarity over tariffs and the weaker yen. Talks between Trump and Zelensky are in focus amid hopes for a peace deal. Jackson Hole central bankers’ meeting eyed for clues on US interest rates. UK inflation due out this week and there could be an Oasis bump to prices.
Posted on Monday Aug 18

Cost of living continues to bite

ONS data finds that fears around the cost-of-living continues to be front of mind for households across the UK. The survey found that in July 2025, the most reported important issues facing the UK today were the cost of living (85%), the NHS (81%), and the economy (67%).
Posted on Friday Aug 15

Those nearing or in retirement are least likely to invest

New research from Shepherds Friendly has uncovered insights into the generations least confident in investing, revealing that it’s not the youngest adults, but those nearing or in retirement who are the least likely to invest.
Posted on Friday Aug 15

Aon advises Misys Retirement Benefits Plan on buyin

Aon plc (NYSE: AON), a leading global professional services firm, has advised the Misys Retirement Benefits Plan on a £25 million buy-in with Legal & General (L&G). The transaction, which covers around 190 deferred and pensioner members, builds on a previous buy-in completed with L&G in 2012 that covered approximately £23 million of pensioner liabilities. This latest transaction means all members of the plan are now insured with L&G.
Posted on Thursday Aug 14

Economic growth a mirage as Q2 fails to keep up

Comment from Lindsay James, investment strategist at Quilter on the latest UK GDP figures
Posted on Thursday Aug 14

Possible IHT reforms at upcoming Autumn Budget

Yesterday evening, reports in The Guardian suggested that the Government officials are looking at reforms to the IHT regime to raise more money at the upcoming Autumn Budget. The options discussed included tightening rules that allow people to give away assets before they die such as a lifetime cap on money that can be given away, or adjustments to the rate at which inheritance tax liability tapers in the seven years between a gift and death.

Posted on Wednesday Aug 13

Just Group complete buyin for ROM Group Pension and Life

Just Group has completed a £23m full scheme pension buy-in with the ROM Group Pension & Life Assurance Scheme (“the Scheme”). The Scheme is sponsored by ROM Limited (“the Sponsor”), one of the UK’s leading specialist reinforcement manufacturers within the construction industry and was established over 90 years ago.
Posted on Wednesday Aug 13

US Inflation is a continuing conundrum

US Annual inflation remained at 2.7% in July, versus market expectations of 2.8%. US MoM inflation fell to 0.2% in July, from 0.3% in June, in line with market expectations of 0.2%. Annual core inflation (excl. energy and food) rose to 3.1% in July up from at 2.9% in June. MoM core inflation rose to 0.3% in July up from 0.2% in June.
Posted on Tuesday Aug 12

Fighting fraudsters from beyond the grave

Figures from the Money and Pensions Service (MaPS) revealed that 53% of adults aged 50-64 and 22% of those aged 65 and over do not have a will. Single-person households and cohabiting couples face significant risks if they die without a will, as intestacy laws may not distribute assets as they would wish
Posted on Tuesday Aug 12

PIC complete GBP36m buyin for Helaba London Pension

Pension Insurance Corporation plc (“PIC”), a specialist insurer of defined benefit pension schemes, has concluded a £36 million buy-in with the Helaba (London) Pension and Life Assurance Plan (“the Plan”), covering the pensions of all 156 members.
Posted on Tuesday Aug 12

PIC completes £4.3bn full buyin of Rolls Royce Pension Fund

Pension Insurance Corporation plc (“PIC”), a specialist insurer of defined benefit pension schemes, has concluded a £4.3 billion buy-in with the Rolls-Royce UK Pension Fund (“the Fund”). The transaction covers the Fund’s total remaining liabilities, comprising the pensions of 36,000 people - 15,000 pensioners and 21,000 deferred members.
Posted on Monday Aug 11

US gold futures hit record levels as market hit by tariffs

US gold futures contracts hit record highs soaring above $3500 on tariff fears. The rapid ascent comes after US Customs officials rules imported gold bars would not be exempt from tariffs. The move is particularly punishing for Switzerland which dominates the gold refining market.

Posted on Monday Aug 11

Number of people paying dividend tax doubles

AJ Bell FOI reveals that 3.7 million people are expected to pay dividend tax this year. Over one in six higher rate taxpayers now pay tax on their dividends to the tune of over £6,000 a year on average. Number of those hit by the tax has more than doubled since 2021/22. HMRC expects to rake in £18.6 billion in dividend tax this tax year. More than three times the number of basic-rate taxpayers are set to pay dividend tax compared with three years ago. Successive cuts to the dividend allowance from £2,000 to £500 have hit investors and small company directors. Average dividend tax bill has reduced as many people with small dividends are dragged into paying
Posted on Monday Aug 11

Millions cannot ever see being financially independent

Financial Awareness Day, on Thursday 14th August 2025, acts as an important reminder for people to take stock of their finances. Money affects us all, from daily choices to long-term goals, and this day presents an opportunity to pause, reflect, and build up confidence in a step towards feeling more financially independent in the future.
Posted on Monday Aug 11

FTSE rises but caution remains amid tariff threat

FTSE 100 opens slightly higher but not enough to erase yesterday’s losses. Bank of England’s hawkish outlook adds to caution. Brent Crude prices fall back as attention switches from supply to demand concerns. Wall Street set for a small gain but it may be a shaky start as investors assess inflationary impacts of tariffs. US Q2 earnings seasons results provide confidence as indices remain near highs.
Posted on Friday Aug 8

FCA secures convictions against Ponzi scheme of over GBP1m

Daniel Pugh has been found guilty of fraud, following a prosecution by the Financial Conduct Authority (FCA). Mr Pugh, aged 35 and of Devon, set up a Ponzi scheme that netted over £1m.
Posted on Friday Aug 8

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