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Millions of last minute filers face potential CGT hurdle

HMRC are expecting a tax return from over 12 million people for the 2024/25 tax year, according to their latest figures. But 5.65 million, or almost half, are yet to file and risk incurring penalties with the 31 January deadline approaching. Filing rule changes and HMRC systems not coping with capital gains tax (CGT) changes means people might be caught out. How to check if you need to file and what to look out for
Posted on Tuesday Jan 6

10 key last minute checks for your tax return

Your tax return for the 2024 to 2025 tax year is due by midnight on 31 January 2026. 5.65 million people haven’t filed their self-assessment tax return yet - only 6.36 million had by the start of the year. 342 people filed their tax return in the last hour of 2025. 19,789 filed on New Year’s Day. If you miss the deadline, there’s a £100 penalty - even if there is no tax to pay, or if the tax is paid on time
Posted on Monday Jan 5

US action in Venezuela a geopolitical shock but markets calm

Rathbones and IG comment on US action in Venezuela which is a geopolitical shock but with limited market ripples
Posted on Monday Jan 5

FTSE hits 10,000 as 2026 starts with a smile

FTSE 100 hits the 10,000 level for the first time. Symbolic moment for the market and Chancellor Rachel Reeves. Hitting the 10,000 level this year represents the fastest rise between 1,000 intervals ever for the blue-chip index.
Posted on Friday Jan 2

FTSE 100 poised for record end to 2025

"Could there be a fairytale ending to the year for London’s blue-chip index? The FTSE 100 ended the day at 9,940, another fresh record high and tantalisingly close to that 10,000 mark which at the start of the year seemed inconceivable,” says Danni Hewson, head of financial analysis at AJ Bell.
Posted on Wednesday Dec 31

6 financial plans to protect your future for Divorce Day

The first working Monday of the new year is often referred to as Divorce Day because it traditionally sees a spike in people contacting solicitors to discuss ending their marriage following the festive period. This year, it falls on Monday, 5 January. While emotions can understandably run high in divorce, financial planning can be neglected, which that can have long-term consequences.
Posted on Wednesday Dec 31

Farmers get pre Christmas IHT reprieve

Rathbones and Utmost Wealth comment as the government announced that the level of the Agricultural and Business Property Reliefs threshold will be increased from £1m to £2.5m when it is introduced in April 2026.
Posted on Wednesday Dec 24

Economy grinding to a halt as spectre of recession looms

Comment from Lindsay James, investment strategist at Quilter, on the latest UK GDP quarterly national accounts data
Posted on Monday Dec 22

Inheritance Tax revenue engine on track for record year

This morning’s HMRC update shows that Inheritance Tax (IHT) receipts totalled £5.8 billion through the first eight months of the 2025/26 financial year (April to November 2025). The figure represents an increase of £83 million, or 1%, compared to the same period in 2024/25 (£5.7 billion), setting the scene for yet another record haul for the Exchequer.
Posted on Friday Dec 19

Bank of England cuts rates as predicted

Hymans Robertson, Standard Life, XPS Group and Royal London comment as Bank of England cuts interest rates to 3.75% the lowest level in three years with knife edge vote, following a bigger than expected fall in CPI earlier this week
Posted on Thursday Dec 18

PIC completes full buyin for Peel Ports Final Salary Pension

PIC, a specialist insurer of defined benefit pension schemes, has concluded a £230 million buy-in with the Trustee of the Peel Ports Final Salary Pension Scheme ('the Scheme'), covering the pensions of c.2,000 members across a number of Peel Ports Group companies including, The Mersey Docks and Harbour Company Limited, Port of Sheerness Limited, The Manchester Ship Canal Company Limited, Clydeport Limited, and Clydeport Operations Limited.
Posted on Thursday Dec 18

Warning after thousands of self assessment scams reported

Over 135,500 scams have been reported to HMRC since February 2025. 29,000 were scams relating to fake tax refund claims and 4,800 were self-assessment scams. HMRC are urging people to be cautious and identify scams in the lead-up to the self-assessment deadline on 31 January 2026
Posted on Wednesday Dec 17

Inflation eases ahead of Bank of England rate decision

Standard Life and Rathbones comment as UK CPI eases more than expected to 3.2%. Weaker economic momentum and a cooling labour market are helping to slow price growth ahead of an expected rate cut
Posted on Wednesday Dec 17

Just Group completes £7m buyin for Ridsdale Pension

Just Group has completed a £7m full scheme buy-in for the Ridsdale Pension and Death Benefit Trust, securing the benefits of 30 members - 22 pensioners and 8 deferred members.
Posted on Tuesday Dec 16

Planning assumptions disrupted due to IHT changes

Over three-quarters (77%) of advisers expect an increase in workload due to pensions IHT change in April 2027. Four in ten (40%) say clients will need a review of financial plans. 57% say they need to refresh or improve their knowledge on alternative strategies. Nearly half (48%) say clients have asked about reducing or stopping pension contributions
Posted on Monday Dec 15

Rate cuts plus data dumps and Gold near record highs

UK investors expect a rate cut on Thursday.US futures suggest a mini rebound. Gold approaches all-time highs. Oil steadies after last week’s sell-off.
Posted on Monday Dec 15

FCA fines Nationwide £44m for financial crime failings

The FCA has fined Nationwide Building Society £44m for inadequate anti-financial crime systems and controls between October 2016 to July 2021. During this period, Nationwide had ineffective systems for keeping up-to-date due diligence and risk assessments for all its personal current account customers and for monitoring their transactions.
Posted on Friday Dec 12

FCA targeted support could help tackle investment scams

RSM UK comment on the FCA announcement to offer targeted support which could help around 18m investors over the next decade.
Posted on Friday Dec 12

Milestone for building a retail investment culture delivered

The Government and the FCA have published their final approach to a new regulated activity of ‘targeted support’. This will enable firms to guide consumers to investment and retirement solutions which suit their circumstances. Targeted support will bridge the advice gap and is a vital part of building a retail investment culture. Understanding how targeted support interacts with other initiatives at retirement will be key to help simplify decision making for consumers at this stage of life.
Posted on Thursday Dec 11

Generations divided over Autumn Budget

New Standard Life research exposes generational divide and mounting concern over future pension affordability. A third (33%) of high earners are very concerned about the changes to salary sacrifice. Almost half (46%) of those who report concern about the salary sacrifice changes worry about having less incentive to save for retirement. Over 55s significantly less supportive of extending the income tax threshold freeze – Standard Life analysis shows basic rate taxpayer would be £1,476 worse off in 2031
Posted on Thursday Dec 11

FCA introduction of Targeted Support

Over the next decade at least 18 million people could be offered extra help with their investments and pensions with the introduction of targeted support by the Financial Conduct Authority (FCA).
Posted on Thursday Dec 11

Happy Fed Day for global markets

Markets are mixed as global markets await the Fed decision, with the S&P 500 falling yesterday while the NASDAQ gained. A 25bps cut is baked into markets, and any deviation will cause considerable upset. Bank of America jobs inflation analysis shows wage growth is unequally distributed. Data from NielsenIQ reveals Brits are due to spend £20bn on groceries this Christmas – but affordability reigns.
Posted on Wednesday Dec 10

Canada Life complete full buyin with Comet Pension Scheme

Canada Life UK has completed a £330 million full-scheme buy-in transaction with the Comet Pension Scheme, securing the future benefits of 4,500 pension scheme members.
Posted on Wednesday Dec 10

Savers turn to Facebook groups on retirement decisions

Ten years after Pension Freedoms promised greater choice for savers, new research from People’s Pension reveals people approaching retirement are turning to Facebook groups to help understand their retirement options and make decisions about their pension savings, despite knowing the information they find online may not always be correct.
Posted on Wednesday Dec 10

Cost of climate change for the European Insurance Industry

Research by Ortec Finance has found that insurers must drastically rethink their approach to investment if they are to avoid catastrophic losses from climate change.
Posted on Wednesday Dec 10