Isabel Baxter

From the future of advice firms to pension reform and the growing influence of AI, this week has been a reminder that the biggest questions facing the profession are rarely straightforward.

More than four-fifths of financial advisers (82%) expect to increase their usage of model portfolio services (MPS) to deliver investment solutions to clients over the next two to three years, according to research from Nedgroup Investments.

Integrity365 has announced the unexpected death of non-executive director and business development coach Don Wild, aged 69, paying tribute to his contribution to financial services and his dedication to developing the next generation of advisers.

Tavistock Investments has agreed to sell King Financial Planning (KFP) for £3m in cash and entered talks with Atomos over the potential sale of Tavistock Private Client’s parent company.

Inheritance tax (IHT) receipts reached £4.7bn between April and September 2026, up £300m on the same period last year, as frozen thresholds and rising asset values continue to bring more families into the tax net ahead of next week’s Budget.

Capital Gains Tax (CGT) receipts reached £1.13bn in the first six months of the 2026/27 tax year, as speculation over potential tax rises ahead of next week’s Autumn Budget raises questions about whether investors have brought forward disposals.

A gap of more than 30,000 between NHS Pension Scheme members identified as potentially needing to take tax action following the McCloud remedy and the number of NHS-related submissions received by HMRC, research has revealed.

Financial planning business Finli Group has completed five acquisitions in the third quarter of 2026.

Welcome to the latest edition of PA’s Deal Dive, your quarterly advice merger and acquisition (M&A) round-up. We dig into deal trends and drivers in this regular series.

The Financial Services Compensation Scheme (FSCS) has opened for claims against Bullseye Financial (Bullseye) after the investment management firm entered administration.