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 »
The Financial Conduct Authority has granted Aegon Asset Management approval for the launch of a private credit long-term asset fund (LTAF), Investment Week understands. (Source: Investment Week)
Aegon AM to launch firm’s long-awaited private credit LTAF Read More »
The tax relief that venture capital trusts (VCTs) bring is only one part of the attractiveness behind the investment vehicle. Financial advisers also “like the story” behind them (Source: Money Marketing)
Advisers ‘like the story of VCTs’, says Albion Capital Read More »
IFAs have re-evaluated role of pensions in their clients’ plans (Source: Professional Adviser)
IHT changes trigger ‘significant shift’ in advice Read More »
In the 30 years since they were introduced, Venture Capital Trusts have gone from “niche to mainstream”, according to Chris Lewis, chair of the Venture Capital Trust Association. (Source FT Adviser)
‘VCTs have gone from niche to mainstream in past 30 years’ Read More »
Haatch, the award-winning early-stage investor, announces the successful all-cash exit of Re-flow, a leading field management SaaS company, delivering up to 6.55x returns for investors in its EIS funds. (Source IFA Magazine)
Haatch announces successful exit of re-flow, delivering up to 6.55x return for investors Read More »
AdviserSoftware.com has launched an ‘Adviser AI Tools Assessment Framework’ to help advisers when choosing artificial intelligence suppliers. (Source FT Adviser)
AI framework created to help advisers choose solutions Read More »
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