Ian Richards

3 weeks ago | moneymarketing.co.uk | Dan Cooper |Darius McQuaid |Momodou Musa Touray |Ian Richards

The Treasury collected £8.2bn in inheritance tax (IHT) receipts from April 2024 to March 2025 – £800m higher than the same period last year. And experts have said this figure is only going to increase in future years due to frozen nil-rate bands and pensions being brought into IHT from April 2027. The latest figures, released by HM Revenue and Customs today (23 April), also show capital gains tax (CGT) receipts hit £399m in March 2025.

3 weeks ago | moneymarketing.co.uk | Kimberley Dondo |Noel Butwell |Ian Richards

In this episode of In Conversation With…, Kimberley Dondo sits down with Charles Jillings, Fund Manager of Utilico Emerging Markets Trust, to explore the evolving trends in emerging market investments as we step into 2025. From the growing importance of energy transition and digital infrastructure to the outlook for key markets like Brazil, Vietnam, and India, Charles provides valuable insights on how UEM’s portfolio is positioned for long-term growth.

4 weeks ago | moneymarketing.co.uk | Ian Richards |Momodou Musa Touray |Salome Asabre

The Financial Conduct Authority may use regulatory tools such as sanctions and voluntary requirements if firms fail to adequately take steps to ensure they can justify their ongoing fees, Isio strategic adviser Ritchie Thomson has warned. Thomson joined Isio in March, having worked as a supervision projects manager at the FCA for 20 years. While at the regulator, he led its supervisory work for the advice sector, including establishing the team overseeing defined benefit (DB) pension transfers.

1 month ago | moneymarketing.co.uk | Ian Richards |Roderic Rennison |Momodou Musa Touray

Technical sustainability compliance specialist ESG Accord has launched a free-to-access course examining sustainability in the investment advice process. The course is available to all UK financial advice firms and delivers five hours of LIBF-learning and CPD accreditation via the Accord Initiative’s academy, launched in July last year. It joins ESG Accord’s growing suite of accredited learning resources. This includes an anti-greenwashing course, which is also LIBF learning and CPD accredited.

1 month ago | moneymarketing.co.uk | Ian Richards |Dan Cooper |Darius McQuaid |Momodou Musa Touray

Our profession is continuing to evolve from the traditional focus on financial products towards financial planning, underpinned by cashflow modelling. Rather than a pure focus on money and how much clients want to invest, it is now about plans for the future. When it comes to retirement, it is no longer just about a pension but about how much will be enough, so clients can live the lifestyle they want without running out of money.