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Tax-free retirement cash and the upcoming Budget
Last Updated: October 27, 2025
Tax-free pension cash faces scrutiny ahead of the Budget – explore what might be changing and how advisers can help clients stay retirement-ready.
Why a wealth tax looks unlikely and what might happen instead
Last Updated: October 23, 2025
A wealth tax would be cumbersome and inconvenient to deal with, for both taxpayers and taxman. It could also cost the economy. For these reasons, we think Rachel Reeves, the Chancellor, is more likely to announce other taxes on Budget day.
Tax-free retirement cash and the upcoming Budget
Last Updated: October 30, 2025
Tax-free pension cash faces scrutiny ahead of the Budget – explore what might be changing and how advisers can help clients stay retirement-ready.
Why a wealth tax looks unlikely and what might happen instead
Last Updated: October 30, 2025
A wealth tax would be cumbersome and inconvenient to deal with, for both taxpayers and taxman. It could also cost the economy. For these reasons, we think Rachel Reeves, the Chancellor, is more likely to announce other taxes on Budget day.
Reclaiming time: How a Managed Portfolio Service (MPS) helps advisers refocus on planning and growth
Last Updated: October 30, 2025
Rising compliance and portfolio management demands are leaving many financial advisers struggling to focus on what they do best – helping clients navigate life’s big decisions. Here’s how a well-designed MPS can ease the pressure and help your business grow.
Beyond the Autumn Budget: Building financial resilience for charities
Last Updated: November 4, 2025
As the Chancellor unveils the Autumn Budget, charity leaders across the UK are again assessing what it means for their funding, reserves and long-term plans. Against a backdrop of economic uncertainty, the Budget’s policies ripple quickly through the voluntary sector, shaping everything from government grants to investment returns. For trustees, the challenge is clear: how to balance immediate financial pressures with the need to secure their charity’s future. At Rathbones, we believe that resilience, not reaction, is the defining principle for the months ahead.
Retirement income advice under review by the Financial Conduct Authority
Last Updated: October 31, 2025
The FCA’s review of retirement income advice reveals key shortcomings and actions advisers can take to improve compliance.
Why retirement needs its own strategy
Last Updated: October 31, 2025
Explore how evolving retirement trends, client needs, and regulation are reshaping advice - and why more firms are outsourcing investment management.
Monthly Digest: $5 trillion and counting
Last Updated: November 11, 2025
Nvidia briefly passed the $5tn mark, as US markets continued their ascent, powered by AI optimism – and despite signs of investor nervousness
Pay less inheritance tax for a bigger legacy
Last Updated: November 10, 2025
None of us like to pay taxes. This article shares tips on how to ensure the tax man doesn’t become your biggest beneficiary.
Are you aware of the 60% income tax trap?
Last Updated: November 10, 2025
Brits are paying ever more in taxes, but that doesn’t mean you have to. With a bit of care and maybe some advice, you could avoid paying thousands of pounds more than you would otherwise.
Clients seeking changes ahead of Budget biggest challenge for two-thirds of IFAs
Last Updated: November 6, 2025
Independent financial advisers have reported a surge in enquiries, with over two-thirds (68%) saying that clients wanting to make changes ahead of the Budget is their biggest challenge.