As unused pension funds come under the scope of IHT for the first time, Caitlin Southall looks at the consequences for SSAS…
IHT shake-up: What will come of SSAS discretionary death benefits? Read More »
The Enterprise Investment Scheme Association (EISA) are hosting a webinar on Thursday 13th February at 13:00pm
New Interest in the S/EIS Post-Budget Read More »
Advisers and wealth managers will have landmark accessibility to portfolio data on private markets and alternative investments
There has been a “notable increase” in acquisitions among independent financial adviser (IFA) firms, a new study by Opinium has suggested. (Source Money Age)
Acquisition activity among IFAs on the rise Read More »
The UK government has opened an enquiry into the use of AI in banking, pensions and other financial services and its potential impacts. (Source Investment Week)
MPs to scrutinise use of AI in financial services following DeepSeek launch Read More »
Wealth managers that integrate AI with human expertise will gain a competitive edge, while others risk being left behind. (Source Professional Wealth Management)
AI reshapes investing in private markets Read More »
Speculation is mounting that the government may charge inheritance tax on pensions and extend the seven-year gifting rule. So how can you make sure you can pass on wealth to the next generation? Duncan Bailey explains (Source City AM)
Inheritance tax changes are coming – how should you prepare? Read More »
In this article, Parkwalk’s Chief Executive Officer, Moray Wright, and Chief Investment Officer John Pearson, explain why they think that the university spinout sector should be a key part of your client’s EIS portfolio. (Source IFA Magazine)
o2h Ventures are hosting a webinar on Friday 31st January at 14:00pm
EIS vs VCTs: Who’s Your 2025 Tax Efficient Investment Champion? Read More »
Beringea are hosting a 45 minute webinar on 5th February at 11:30am
Review of the ProVen VCTs and the VCT landscape Read More »
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