FT Adviser Top 50 boutique firm 2025

Estate Capital have been nationally recognised once more

What a year it has been, the 2025 Budget looms ever near, inflation remains persistently high at 3.8 per cent and those rate cuts the market had been pricing in might not come this side of Christmas.

Everyone has been talking tax since chancellor Rachel Reeves announced in November 2024 that, from 2027, defined contribution pensions would be brought within the scope of inheritance tax.

Retirement planning has not only become more complicated as a result, but it is, according to various studies throughout the year, now being seen as a necessity by more Britons, rather than the preserve of the wealthiest.

Yet despite tax changes and sweeping regulatory reform (or maybe because of it), it is encouraging to see so many British financial advice businesses flourishing.

Fear, or suspicion, of potential government changes to the taxation of accumulated wealth is on the increase, motivating people to seek professional financial planning advice.

This year has been marked by a significant growth in the numbers of people seeking financial advice.

The changes to pensions, the non-dom regime, capital gains tax and to business and agricultural property relief created confusion, particularly given the delivery dates for some changes providing a window of opportunity to potentially do some planning.

Launch of the Top 50 Boutiques

As a result of this resurgence in advice, FT Adviser, together with ISS Market Intelligence, launched the Top 50 Boutiques, which aim to celebrate those firms with 10 or fewer registered financial advisers who are going all-out to help their clients and communities.

It has been encouraging to see so many smaller firms, especially outside of London and the southeast, get the recognition they deserve for the work they have done during the past year.

Estate Capital have again this year been recognised in the FT Advisers Awards and make the Top 50 UK Boutique IFA advice firms. This follows on from Estate Capital being amongst the Top 100 firms in both 2023 and 2018.

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