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ISA reform rumours return as Govt sets Budget date


By Michael Griffiths

The Treasury has confirmed that Rachel Reeves will announce her Budget in the House of Commons on Wednesday 26 November.

The Labour Government’s second Budget is expected to include a raft of further policy tweaks to follow last year’s £40bn worth of tax changes, in an effort to reduce debt and boost economic growth


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Petition calling to stop Govt’s IHT pension change reaches 10,000 signatures

A petition calling to stop inheritance tax (IHT) coming under the scope of pension pots has passed 10,000 signatures within a month

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Half of UK adults would consider downsizing if there was a support scheme

Half of UK adults (50%) would consider downsizing their property if the right help existed, new research by Yorkshire Building Society has indicated

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93,000 BTL landlords to sell up in next year

Ninety-three thousand buy-to-let (BTL) landlords will step away from the rental market this year, Black & White Bridging research has revealed

Majority of consumers prefer human financial advice compared to AI

Almost three quarters (74%) of British consumers prefer to receive financial advice from human advisers rather than using artificial intelligence (AI), Unbiased has found

Two financial planning firms join Clifton Wealth Partnership

Grovebridge Financial and Clifton Business Consultancy have joined Clifton Wealth Partnership (CWP), following a successful integration process
Net mortgage approvals creep up in July – BoE

Net mortgage approvals increased again in July to total 65,400, new Bank of England (BoE) figures have shown

House price growth softens in August – Nationwide

UK house price growth softened to 2.1% in August, following an annual increase of 2.4% in July, Nationwide has revealed

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IHT receipts jump 8% year-on-year in July

Inheritance tax (IHT) receipts totalled £3.06bn in the four months to July, increasing by 8% year-on-year, HMRC has revealed

London and South East pays more IHT than Scotland, Wales and Northern Ireland combined

Financial estates in London and the South East paid almost three times more inheritance tax (IHT) than Scotland, Wales and Northern Ireland combined across the same tax year, new regional HMRC has data shown

IHT changes will ‘create confusion’ in Bank of Mum and Dad gifting – Key

Inheritance tax (IHT) receipts on unused pension funds are set to "create confusion and increase the risk of gifting mistakes" for the Bank of Mum and Dad, Key Advice has warned

Financial advisers and accountants report rise in clients struggling to pay tax bills

Accountants and financial advisers are increasingly seeing clients struggling to pay tax bills, new research from Premium Credit has indicated

Govt introduces new laws for failing to prevent fraud

New measures to tackle fraud, including the new corporate criminal offence of failing to prevent fraud, have come into effect today

PIMFA calls on FCA for more clarity in ‘targeted support’ proposals

PIMFA has welcomed the “targeted support” proposals from the Financial Conduct Authority (FCA) but also called on the regulator for clarity in key areas

Fleet Mortgages publishes Renters’ Right Bill Guide

Fleet Mortgages has launched a new guide for advisers and landlords, ahead of the introduction of the Renters’ Rights Bill

FCA receives nearly 5,000 reports of scammers impersonating regulator in H1

The Financial Conduct Authority (FCA) has received almost 5,000 scam reports of people impersonating the regulator in the first half of 2025

ISA reform rumours return as Govt sets Budget date

The Treasury has confirmed that Rachel Reeves will announce her Budget in the House of Commons on Wednesday 26 November. The Labour Government’s second Budget is expected to include a raft of further policy tweaks to follow last year’s £40bn worth of tax changes, in an effort to reduce debt and boost economic growth

Savings providers and product choices reach record highs

The number of savings providers and product choices on the market reached respective record highs in August, Moneyfacts has revealed

Three in 10 savers hold money in accounts with expired bonus rate

Three in 10 savers (30%) are losing out on interest by keeping money in a savings account where a short-term bonus has expired, Investec Save research has found

Third of advisers targeting growth from existing clients

Over one in three UK advisers (36%) are planning to increase existing clients’ assets under their advice in an effort to grow their business organically, new research from NextWealth and Aegon has shown

Petition calling to stop Govt’s IHT pension change reaches 10,000 signatures

A petition calling to stop inheritance tax (IHT) coming under the scope of pension pots has passed 10,000 signatures within a month

John Cotton pension scheme completes £11m buy-in with Just Group

The John Cotton (Mirfield) Limited Retirement Benefits Scheme has completed an £11m full scheme buy-in with Just Group

ABB pension plan completes £700m buy-in with Aviva

The ABB Plan has completed a £700m buy-in with Aviva, securing the retirement benefits of more than 4,450 pensioner members and over 2,900 deferred members

Misys Retirement Benefits Plan completes £25m buy-in with L&G

The Misys Retirement Benefits Plan has completed a £25m buy-in with Legal & General (L&G), securing the benefits of around 190 deferred and pensioner members

Aberdeen partners with Titanbay to ease private markets access for wealth managers

Aberdeen has entered into a strategic partnership with Titanbay to simplify access to private markets for wealth managers and distributers in the UK

Shawbrook acquires specialist lender ThinCats

Shawbrook Group has agreed to acquire specialist lender, ThinCats Group, for an undisclosed sum

Evelyn Partners reports record high AUM at the end of H1

Evelyn Partners’ assets under management (AUM) reached a record high of £64.6bn at the end of the first half of 2025, its half-year results report has revealed

Pivotal Growth announces double bolt-on acquisition

Pivotal Growth has announced the acquisitions of More Choice Financial and McPolin Financial Services, to expand its presence across England and Northern Ireland

Majority of consumers prefer human financial advice compared to AI

Almost three quarters (74%) of British consumers prefer to receive financial advice from human advisers rather than using artificial intelligence (AI), Unbiased has found

7IM launches first phase of new reporting suite

7IM has launched the first phase of a new reporting suite, which is designed to provide advice firms using its platform with faster access to client data

UK banks to invest over £1.8bn in AI by 2030

UK banks are projected to invest over £1.8bn into generative AI (GenAI) technologies by 2030, as they look to seek gains in productivity, cost-efficiency and service excellence, Zopa Bank has stated

Advisers facing uphill marketing battle, study finds

Financial advisers are facing an uphill marketing battle, according to a study from Unbiased which found that 44% of advisers named limited budgets as their biggest barrier to growth

Norton Home Loans added to Rosemount’s lender panel

Rosemount Financial Solutions (IFA) has added Norton Home Loans to its lender panel

News in brief - 4 September 2025

Today's round up of developments coming out of the consumer finance space, featuring Market Financial Solutions, Dudley Building Society and Butterfield Mortgages

Two financial planning firms join Clifton Wealth Partnership

Grovebridge Financial and Clifton Business Consultancy have joined Clifton Wealth Partnership (CWP), following a successful integration process

PMS Mortgage Club adds Afin Bank to lender panel

PMS Mortgage Club has added Afin Bank to its panel of lenders, to increase the number of specialist mortgage solutions available to its members

Lending with a difference: A conversation with Family Building Society’s Nathan Waller

With demand growing for more flexible mortgage solutions, Family Building Society is carving out a strong reputation in later life, family-assisted, and buy to let lending. We speak to Nathan Waller, Business Development Manager at Family Building Society, to discuss how they’re supporting brokers, addressing complex borrower needs, and adapting to an evolving market.

BLOG: Expand the holistic solutions you can offer with Royal London Equity Release

Royal London Equity Release discusses the importance of holistic support for clients when it comes to later life lending

BLOG: The younger generation have spotted an alternative route into the housing market – and we should embrace it

Head of business development at Saffron for Intermediaries, Tony Hall, discusses how the younger generation can find their way onto the housing ladder

BLOG: Introducing eConveyancer+ | Raising the bar on communication

The latest MoneyAge blog explores eConveyancer+, a new standard in conveyancing designed to support brokers in delivering exceptional service with complete confidence

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