The Data Debt Problem
Ellie Clark, Head of Client Engagement shares her thoughts on the Invisible Liability Sitting Inside Adviser Firms
The Data Debt Problem Read More »
HMRC unveils 2024-25 VCT figures, industry experts react
HMRC has published the latest 2024–25 EIS and SEIS statistics, alongside the Venture Capital Trust (VCT) figures, with VCT fundraising showing a modest increase over the previous tax year. (Source: IFA Magazine)
HMRC unveils 2024-25 VCT figures, industry experts react Read More »
April IHT receipts lower than last year but net continues to ‘widen’
HMRC data released this morning (22 May) showed inheritance tax (IHT) receipts reached £715m in April 2026, down £65m from the same period last year. (Source: Professional Adviser)
April IHT receipts lower than last year but net continues to ‘widen’ Read More »
EIS, IHT and adviser opportunities in the new tax year
Christiana Stewart-Lockhart, Director General of the EIS Association, joins TEI Magazine to share her insights on the new tax year so far. (Source: IFA Magazine)
EIS, IHT and adviser opportunities in the new tax year Read More »
FCA’s Pritchard urges tighter private markets oversight to improve investor confidence
Regulators and investment managers must focus on getting the fundamentals right. (Source: Professional Adviser)
FCA’s Pritchard urges tighter private markets oversight to improve investor confidence Read More »
HMRC sets out clarifications on pensions and IHT changes
HM Revenue & Customs has issued further guidance clarifying how inheritance tax will apply to pension assets for individuals who die on or after 6 April 2027. (Source: FT Adviser)
HMRC sets out clarifications on pensions and IHT changes Read More »
Advisers must shift IHT planning mindset from ‘passive to active’
Experts say the planned inheritance tax changes on unused pension savings will require advisers to take a more proactive approach to estate planning. (Source: Professional Adviser)
Advisers must shift IHT planning mindset from ‘passive to active’ Read More »
The £22.40 question: Are clients in the dark on the full state pension?
Next year, the full state pension will exceed the personal allowance for the first time, yet the government’s promised fix remains unclear,leaving clients uncertain. (Source: Professional Adviser)
The £22.40 question: Are clients in the dark on the full state pension? Read More »
The effects of recent BR rule changes on IHT planning, according to tax-efficient investing experts
Recent updates to Business Relief (BR) rules have placed inheritance tax planning back at the forefront for advisers and their clients. (Source: IFA Magazine)
Record year for IHT as receipts reach £8.5bn
Inheritance tax (IHT) receipts totalled £8.5bn between April 2025 and March 2026, according to HM Revenue & Customs. (Source: Professional Adviser)
Record year for IHT as receipts reach £8.5bn Read More »