All our news
Is the Tax-Free Pension Lump Sum at Breaking Point?
22 Aug 2025
Rumblings about the future of the 25% tax-free pension lump sum have rippled through the UK’s retiree community, stirring nerves and hastening financial decisions.
HMRC Publishes Research into Workplace Salary Sacrifice Arrangements
02 Jun 2025
The results of the research don’t provide anything overly surprising, however, it is the timing of the publication that raises an eyebrow.
Spring Statement Summary
27 Mar 2025
Having set herself ‘iron clad’ fiscal rules and the goal of holding a single fiscal event each year, the Chancellor was in a difficult position only five months after her first Budget.
Enhancing our investment proposition by partnering with Portfoliometrix
26 Mar 2025
In the last quarter of 2024 we enhanced our investment proposition at Wealth Professional by partnering with Portfoliometrix (PMX), a multiple award-winning Discretionary Fund Manager and model portfolio provider.
