- Managers of Wealth - Europe - Wealth, private banking and asset management news and opinion

P1 Platform halves pension drawdown fee and lowers minimum charges

At the same time, the platform’s minimum account fee will drop from £5 to £2 per month.

UK sees sharpest fall in millionaire numbers as tax reforms drive wealth abroad

Astons’ study, based on the Global Wealth Report 2025, examined the annual change in millionaire numbers across global markets.

‘Reckless and self-defeating’: Leading wealth manager slams possible exit tax

They’re redirecting capital to economies that reward ambition and provide stability.

Eight in ten savers say tax uncertainty is hurting their financial planning

The findings come ahead of a highly anticipated budget expected to include a raft of tax changes.

Federal Council adopts dispatch on double taxation agreement with Zimbabwe

The agreement will create legal certainty for the further development of bilateral economic relations and tax cooperation between the two countries.

Exit tax explained: advice for UHNWs ahead of Budget 2025

Chancellor Rachel Reeves is considering an exit tax for wealthy individuals leaving the UK - here's everything you need to know

Autumn Budget 2025: What NIC changes could mean for professional services firms

Such a move could have significant implications for professional practices, including those in the financial services sector.

UK weighs 20 per cent exit tax on wealthy emigrants

The measure could generate around £2 billion in additional revenue

Funding Inheritance Tax: Why Whole of Life Insurance Might Outshine Pure Investment Strategies

If you have surplus regular income, a whole of life policy can allow you to fund a guaranteed sum to cover your IHT exposure — helping your beneficiaries retain the full value of your assets.

Pension tax refunds hit nearly £50m in Q3 as thousand overpay tax on withdrawals

While the change in value is modest, the rise in reclaim activity highlights the ongoing scale of the issue and the need for further reform to prevent over taxation in the first place.

Government has potential to boost investment and build financial resilience, but must deliver pension confidence through tax stability in Budget

To enable this, it is essential that government delivers certainty around pension tax policy, so that people can plan for their retirements and have the confidence to invest.

HMRC pension overtaxation claims hit landmark £1.5 billion

More than £1.5 billion has now been repaid to people initially overtaxed on their first withdrawal who have since had to fill out the relevant HMRC form to claim back their money.

Number of Irish multi-millionaires hits record high

About 1,200 of the high-net-worth group are tax residents or domiciled in Ireland.

Saxo UK partners with BlondeMoney to help guide investors through the Autumn Budget

Saxo UK is preparing for heightened market uncertainty and volatility

PwC report highlights the opportunity for Channel Islands wealth managers to ‘step-up’ the pace of transformation

PwC’s tech-powered market analysis enables real-time insights and enhanced decision-making.

HNWs brace for rising burden as pensions fall into inheritance tax scope

Britain’s wealthiest are increasingly worried about rising taxes, with many taking steps to protect their pensions ahead of new Inheritance Tax rules from 2027

Federal Council initiates consultation on Amending Protocol to Agreement between Switzerland and EU on automatic exchange of information in tax matters

The Amending Protocol now contains provisions for mutual administrative assistance for the recovery of tax claims relating to VAT.

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