Chancellor Rachel Reeves’ first Spring Statement last Wednesday (March 26) was just shy of a mini fiscal event. (Source FT Adviser)
What advisers need to know about the Spring Statement Read More »
With the April 5 tax year-end fast approaching this weekend, the window to maximize tax benefits is closing. Lubbock Fine Wealth Management offers last-minute tips to help clients enhance their tax efficiency before the deadline. (Source IFA Magazine)
Financial planning ahead of April 6: A reminder of 5 key tax planning steps for TYE Read More »
Advisers have reported a surge in demand for inheritance tax (IHT) planning advice, with new clients accounting for most of the enquiries, research by Downing has found. (Source Money Age)
Advisers see surge in IHT advice demand, Downing finds Read More »
HM Treasury will hold a series of roundtables with “key stakeholders” to make sure VCTs and the EIS continue to foster a supportive environment for entrepreneurs and scale-ups. (Source FT Adviser)
Spring Statement 2025: Govt to meet stakeholders over VCT and EIS Read More »
The Office for Budget Responsibility (OBR) has projected that the Treasury is set to benefit from a further £2.4bn boost from inheritance tax (IHT). (Source Professional Adviser)
Treasury set to benefit from a £2.4bn boost from IHT Read More »
Inheritance tax (IHT) receipts were £7.6bn for the first 11 months of 2024/25, higher than the previous full-year record of £7.5bn in 2023/24. (Source Investment Week)
IHT revenues already at annual record with one month to go Read More »
Our exclusive interview with EISA’s Christiana Stewart-Lockhart acts as a stark reminder as to how advisers can maximise tax efficiency for clients ahead of the tax year-end. (Source IFA Magazine)
Providers must strike a balance between empowering savers to engage with their pensions while avoiding information overload. (Source FT Advier)
Pension schemes must balance simplicity and giving savers confidence Read More »
Demand for private client services is soaring as family businesses and non-doms await the Autumn Statement 2024’s impact. (Source FT Adviser)
Entrepreneurs looking to UK for business exit opportunities under Fig regime Read More »
If we’re serious about improving the nation’s financial resilience and encouraging a move away from cash hoarding, the government should focus on simplifying ISAs, writes Laura Suter (Source Professional Adviser)
Will Rachel Reeves’ Spring Forecast tackle cash ISA hoarding? Read More »
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