News & Events

IHT receipts hit £2.2bn in three months
HM Revenue and Customs (HMRC) collected £2.2bn in inheritance tax (IHT) in the first three months of the current tax year, which is £100m

Govt moves forward with IHT/pension plans from April 2027
The government is pushing ahead with plans to include pensions within inheritance tax (IHT) from April 2027 but has made some adjustments to its

Women still less likely to receive advice than men: Report
Women are still less likely to receive financial advice than men, new research by Unbiased has revealed. (Source: Money Marketing)

Stocks & Shares ISAs receive more love when investors are exposed to balanced risk warnings
Individuals are more likely to invest into a Stocks & Shares ISA (S&S ISA) when presented with more balanced risk warnings, according to exclusive

Rachel Reeves reveals ‘most wide-ranging reforms’ in Mansion House speech
Rachel Reeves has laid out the “most wide-ranging package of reforms to financial services” in over a decade in her second Mansion House speech

LTAFs will be included in Stocks & Shares ISAs from April 2026
The Treasury has moved to allow long term asset funds (LTAFs) in Stocks & Shares ISAs as of next year as a “first step”

Trade body calls on Treasury to reform VCT rules
The Venture Capital Trust Association (VCTA) has called on the Treasury to bring the rules surrounding VCTs “up to date” and allow them to

BoE governor opposes pension investment mandate in blow to government plans
Bank of England governor Andrew Bailey has criticised Government plans to direct defined contribution pension investments, raising concerns over a key part of the