03 Apr 2025

Spring Statement – a summary for financial planners

For professional advisers only It was well trailed ahead of the Chancellor’s Spring Statement that it would not be a “full fiscal event” and so would not contain any tax changes. The Chancellor had made it clear (and has re-iterated since) that there would be one Budget (full fiscal event) in a year – in […]

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27 Mar 2025

Press release: Quanta Group acquires Craven Street Wealth to broaden wealth management proposition

For Professional Advisers only. – Quanta Group, a newly formed next-generation financial services group led by Patrick Mill, has confirmed the purchase of leading independent financial planning business Craven Street Wealth. The Group also comprises the Wealthtime and Wealthtime Classic platforms and DFM Copia Capital. Quanta Group’s acquisition of Craven Street Wealth is a statement […]

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06 Mar 2025

Platform enhancement: Faster ad hoc income payments

We’re pleased to introduce our latest platform enhancement – a new online process allowing for faster ad hoc income payments. This latest enhancement reduces the time it takes to request ad hoc income from flexi-drawdown accounts. The new functionality is available from today, making it much easier to generate cash and make payments to clients, […]

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20 Feb 2025

Is now a good time to revisit UK equities?

Joanne Benson, Head of Investments Copia Capital After a turbulent few years, UK equities are looking more attractive than ever. Valuations for UK stocks, especially in the small and mid-cap space, are at historic lows. In addition, a surge in share buybacks and mergers and acquisitions (M&A) alongside a new government that appears to be […]

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18 Feb 2025

Regular withdrawal changes 

In response to adviser feedback, we will shortly be removing the 10% decency limit on regular withdrawals. To make this change, we will now require all bank accounts to be verified online via CREDAS before setting up a regular withdrawal.   This requirement does change the process for setting up regular withdrawals for prospective and existing […]

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23 Jan 2025

The growing importance of custom portfolios amid rising CGT

Joanne Benson, Head of Investments Copia Capital For professional advisers only. The rise in Capital Gains Tax (CGT), announced in last autumn’s Budget, wasn’t entirely unexpected, but it brings big challenges for advisers managing any client’s investments outside of tax-efficient wrappers. While the government has stated that CGT is paid by less than 1% of […]

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20 Jan 2025

Patrick’s quarterly deep dive – Q4 2024

Patrick Mill, Wealthtime CEO For professional advisers only Happy New Year! As we welcome in 2025, it’s fair to say that the end of 2024 was action-packed from a political and regulatory perspective. In my Q3 update, I thought about what changes might come in October’s budget. In the end, much of the pre-event speculation […]

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11 Dec 2024

Copia Capital Quarterly Market Review

Pete Wasko, Senior Portfolio Manager, Copia Capital For professional advisers only As we near the end of a year dominated by political upheaval, Pete Wasko, Senior Portfolio Manager at Copia Capital, looks back over the last twelve months and considers how events in the US and UK will impact investors in 2025. A recap of […]

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14 Nov 2024

Autumn Statement 2024: Pensions to become part of IHT and what this means for retirement planning

For professional advisers only With a seemingly endless stretch between Labour winning the election in the summer and last week’s Autumn Statement, there had been lots of speculation and rumours over what might be announced. Now the dust has settled, we look at the implications of the announcements for retirement planning. Inclusion of pensions in […]

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