HM Revenue and Customs today revealed that Inheritance Tax receipts for April 2024 to June 2024 were £2.1billion, which is £83million higher than the same period last year. That is an annual increase of 4.1%. (Source Today’s Wills & Probate)
IHT receipts for April to June £83m higher than same period last year, data reveals Read More »
The number of client reports generated by advisers has increased exponentially as the Consumer Duty anniversary approaches, Dynamic Planner has reported. (Money Marketing)
Adviser reports surge to over 100,000 a month due to Consumer Duty Read More »
The chancellor Rachel Reeves has announced the first phase of a landmark pensions review as part of the new government’s mission to boost growth and make every part of Britain better off. (Source Professional Adviser)
Chancellor launches pensions review to boost investment Read More »
King Charles unveiled the pension schemes bill in his speech at the state opening of parliament today (July 17) as Labour aims to put people’s pots at the heart of its bid to drive UK investment. (Source FT Adviser)
King’s Speech 2024: ‘surprise’ pension schemes bill unveiled Read More »
The majority (69%) of financial advisers do not have a plan in place to tackle one of the largest ever transfers of wealth due to take place between generations over the next 20 to 30 years, Octopus Investments has found. (Source Professional Adviser)
Financial advisers unprepared for great wealth transfer Read More »
ESG Accord has launched an academy to help advisers get to grips with the Financial Conduct Authority’s Sustainability Disclosure Requirements (SDR). (Source Money Marketing)
ESG Accord launches academy to support advisers with SDR Read More »
Two thirds (67 per cent) of financial services leaders are more positive about the sector’s future growth under the new government, research from KPMG has revealed. (Source FT Adviser)
Financial services leaders positive about future under new govt Read More »
FCA’s SDR labelling rules come into force in just three weeks
SDR enthusiasm among industry wanes as label date approaches Read More »
In a historic shift of political power, Sir Keir Starmer and the Labour Party have secured a decisive victory in the latest general election, ending 14 years of Conservative leadership. (Sapphire Capital Partners)
Labour’s General Election Victory: What It Means for Small Businesses Read More »
With Sir Keir Starmer in Number 10, British investors are taking action to shield their portfolios from a tax raid down the line.
Savers pour money into risky investments to protect wealth from Labour Read More »
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