News & Events

Probate fee to rise by 75% from mid-July
From 13 July, the Ministry of Justice will raise the probate application fee from £300 to £526, marking a 75% increase. (Source: Professional Adviser)

IHT on pensions: Why the compliance challenge is bigger than the tax change
Lauren Kiley examines the impact of next April’s pension inheritance tax changes on retirement planning. (Source: Professional Adviser)

VCT fundraising after the tax relief cut: How has the 2026/27 season started?
Three months into the 2026/27 tax year, Daniela Sesztak, Investment Analyst at MICAP, part of Defaqto, reviews the latest trends in VCT fundraising and

Business Relief after 2026: Why advisers are reassessing AIM
Nick Jones explores the outlook for Business Relief and explains why advisers are taking a fresh look at AIM. (Source: Professional Adviser)

UK AUM set to hit £16trn by 2030
PwC forecasts that UK assets under management (AUM) will grow from £12 trillion in 2024 to £16 trillion by 2030. (Source Money Marketing)

Burnham fiscal rules pledge welcomed but ‘jury is still out’ on PM-in-waiting
Andy Burnham’s commitment to fiscal discipline and devolution has been welcomed, although analysts say significant challenges lie ahead. (Source: Investment Week)

Mitigating CGT becoming more important for clients
Research from the Saltus Partnership Programme found that 25% of financial planning firms say clients are increasingly focused on reducing or managing capital gains

IHT on pensions: ‘It hasn’t been communicated well’
Jenna Brown investigates whether advisers feel prepared for the introduction of IHT on unused pension funds. (Source: Professional Adviser)


