March 15, 2026

Blog

Wealth Management

Podcast #154: Succession planning and valuing adviser independence, with Westminster Wealth’s Martin Lockyer

This week on IFA Talk, we’re joined by Martin Lockyer, Co-Founder and Managing Partner at Westminster Wealth Management, to find out from his years of experience as an adviser and running an advice business, what it takes to build and run a successful firm. Martin’s insight into succession planning is particularly thought provoking, and reinforces

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Energy

UK households face £1.8billion energy bill hike under Ed Miliband plot

The UK has secured enough new offshore wind to power 12m homes after the most competitive UK households face £1.8billion energy bill hike under Ed Miliband plot(Image: ) Energy bills could soar by up to £1.8billion under Ed Miliband’s new wind power plans. The UK has secured enough new offshore wind to power 12m homes

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Energy

BP flags up to $5 billion hit on energy transition efforts

British energy giant BP on Wednesday revealed it expected a write-down of up to $5 billion tied to its energy transition efforts that will be reflected in the company’s upcoming annual results. In an update on the final quarter of 2025, BP added that group oil trading was “weak” amid cooling crude prices. BP last

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Fund

Pension fund sues Hermes over ‘existential gamble’ on wind farms

Stay informed with free updates Simply sign up to the Financial services myFT Digest — delivered directly to your inbox. One of Scotland’s largest public sector pension funds is suing an arm of US investment group Federated Hermes over claims it engaged in an “existential gamble” that wiped out millions of pounds in assets. Aberdeen

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Stock Brokers

Why Interactive Brokers Stock Zoomed 45.6% Higher In 2025

Key Points Interactive Brokers is growing its customers, revenue, and profits quickly right now. The company has one of the best profit margins in the world. Shares of the stock look expensive, but are at a reasonable price compared to the company’s growth potential. Shares of Interactive Brokers (NASDAQ: IBKR) popped 45.6% in 2025, according

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Wealth Management

Maybank GWM financial assets hit RM565bil on Islamic wealth strong momentum

KUALA LUMPUR: Maybank Group Wealth Management’s (GWM) total financial assets exceeded RM565 billion as of September 2025, underpinned by strong momentum in Islamic wealth management. Maybank Community Financial Services group chief executive officer (CEO) Syed Ahmad Taufik Albar said total wealth fees rose 23.5 per cent year-on-year, driven by a 32.8 per cent expansion in investment assets under management. He

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Wealth Management

How FinTech firm CUSP is redefining wealth management in the UAE

Dubai, UAE – CUSP, a Dubai Financial Services Authority (DFSA) regulated wealth management and investment platform, announced its official launch in the United Arab Emirates. The platform introduces a hybrid advisory model that combines AI-driven portfolio optimisation with human financial advisor support, offering institutional-grade wealth management service at a 0.75% annual fee: a fraction of

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Property

Property management firm celebrates seventh chartered surveyor and trio of staff on prestigious list

The Birmingham-based company’s property director Polly Dyer has become a Member of the Royal Institution of Chartered Surveyors (MRICS). Top l-r Esme Williams and Polly Dyer; bottom l-r – Tanya Malik and Jess Deller at Principle Estate Management And Esme Williams, operations manager at Principle, along with Jessica Deller and Tanya Malik, both property managers

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Wealth Management

Community mental health services in Leicestershire told to improve

The sites visited during the inspection included Merlyn Vaz Health and Social Care Centre, Loughborough Hospital, Maidstone Centre, Orchard Resource Centre, OSL House, Melton Hospital, Hawthorn Centre and Braunstone Health and Social Care Centre. Ceri Morris-Williams, deputy director of mental health in the Midlands for the CQC, said: “While it was encouraging to see the

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Tax

The UK tax return deadline is looming – here’s how to get yours done | Self-assessment tax

Get started now The deadline is 31 January, but don’t put it off – try to set aside enough time over the next few days to complete your tax return for the tax year that ran from 6 April 2024 to 5 April 2025. If you leave it until the last minute and end up rushing to

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