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Quilter

  • Higher earners to ‘pay thousands more’ in Reeves’ income tax raid 

    Personal Finance

    Brits earning more than £75,000 could pay thousands of pounds more in tax should Rachel Reeves raises income taxes by 2p while cutting national insurance by the same percentage for those earning under £50,000. The Chancellor warned Brits that everyone will have to “contribute” to her Budget plans earlier this week, which has been interpreted [...]

    Rachel Reeves has been warned personal guarantees had become the "default setting".
  • House prices edge higher amid Budget speculation

    Property

    UK house prices rose for a second consecutive month, as buyers remained resilient amid growing tax rise speculation in the upcoming Autumn Budget. The average value of a house increased 0.3 per cent to £272,226 in October, according to Nationwide’s latest housing pricing index. House prices were 2.4 per cent higher than last year, following [...]

    The price paid for first homes has surged 7.1 per cent in a year
  • Lloyds: FTSE 100 giant’s slow wealth progress sparks takeover talk 

    Banking

    Lloyds’ “slow” progress in wealth management has sparked talks of a potential takeover as the banking titan looks to beef up its offering for high net worth individuals. The FTSE 100 giant exited the area in 2013 as part of a simplification drive after the financial crisis, with the reduction of its stake in St [...]

    Lloyds is plotting to beef up its wealth offering.
  • Capital gains tax raid should have ‘health warning’, Labour warned

    October 6, 2025

    Labour risks stunting growth and discouraging investment if it pursues further capital gains hikes, tax advisers have warned, as reforms proposed by top think tanks were pushed back on by industry figures.  Rachel Reeves and Keir Starmer have talked up the prospects of attracting investment in the UK and making the wider tax system fairer [...]

  • ‘Cash cow’ inheritance tax receipts edge higher as further changes loom

    September 19, 2025

    Inheritance tax (IHT) receipts are on course for a record breaking year, as an increasing number of Brits brace themselves for further potential tax changes. According to the latest HMRC data, IHT receipts hit £3.7bn in the first five months of the 2025/26 tax year, continuing their two decade long upward trend. This is also [...]

  • Quilter: Net inflows rise as baby boomer wealth transfer looms

    August 6, 2025

    Wealth management firm Quilter has bounced back as it braces for an increase in generational wealth transfers as inheritance tax rule changes creep closer. The wealth manager recorded a three per cent increase in adjusted profit to £100m as well as a one percentage point improvement in its operating margin to 30 per cent after [...]

  • Economists warn Rachel Reeves could be forced to make ‘£20bn tax grab’

    June 11, 2025

    Top economists have warned Brits to brace for another wave of painful tax hikes in the autumn after Rachel Reeves unveiled the government’s £190bn spending splurge. After unveiling her Spending Review, which laid out extra spending on the NHS, defence, housing and nuclear energy, the Chancellor told MPs she was committed to ensuring public finances [...]

  • How to shield your pension from Labour’s inheritance tax raid

    May 6, 2025

    According to new analysis by Quilter, just two per cent of estates subject to inheritance tax (IHT) are currently taking advantage of surplus income gifting to reduce their tax liabilities. Based on freedom of information (FOI) requests carried out by the wealth management firm, just 1,490 estates are currently taking advantage of the rules, but Quilter expects [...]

  • Quilter: Inflows jump at wealth management firm

    April 23, 2025

    Investors poured £2.2bn into Quilter in the first quarter of 2025 despite significant market losses at the wealth management firm. Assets under management ticked up from £119.4bn at the start of the year to £119.6bn by the end of March, thanks to a boom in the firm’s mass market affluent business, it said in a [...]

  • City broker downgrades St James’s Place despite robust inflows

    April 2, 2025

    RBC has downgraded St James’s Place’s target stock price, while Quilter and Rathbones both received upgrades. RBC analyst Ben Bathurst downgraded his price target on Britain’s largest wealth manager from 1,100p to 1,050p today. St James’s Place’s stock price underperformed today on the news, falling more than two per cent compared to a decline of less [...]

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