Dimitri Limata
July 9, 2026
Notes on operations, automation, and AI for regulated firms — written by the team at MoiraCorp.
Explore how AI is reshaping compliance for IHT 2027. Understand the frameworks and operational shifts impacting financial advisers.
Most UK advisory firms are buying AI tools before they understand how AI actually works. That’s the wrong order. Five free, widely-respected resources every leader should read before they spend anything — covering prompting, AI behaviour, adoption frameworks, FCA expectations, and risk management.
Three sides of financial services — investment banking, running a business, advising regulated firms — and the same pattern in all of them. Capable people losing time to workflows that were never designed for the business they became.
IHT 2027 brings 213,000 estates into scope and a capacity squeeze that AI will be expected to absorb. Here’s why the workflow needs to be a compliance question first.
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By Dimitri Limata, COO at MoiraCorp. Humboldt Financial is a UK FCA-regulated advice firm that runs on the Plannr platform. Like many growing advice businesses,
Explore how AI is reshaping compliance for IHT 2027. Understand the frameworks and operational shifts impacting financial advisers.
Most UK advisory firms are buying AI tools before they understand how AI actually works. That’s the wrong order. Five free, widely-respected resources every leader should read before they spend anything — covering prompting, AI behaviour, adoption frameworks, FCA expectations, and risk management.
Three sides of financial services — investment banking, running a business, advising regulated firms — and the same pattern in all of them. Capable people losing time to workflows that were never designed for the business they became.
IHT 2027 brings 213,000 estates into scope and a capacity squeeze that AI will be expected to absorb. Here’s why the workflow needs to be a compliance question first.