Industry related news and events
The Conservatives will pledge to abolish inheritance tax in “one big throw of the tax dice” to try and save themselves from electoral wipeout, George Osborne has said. (Source The Telegraph)
Tories to scrap inheritance tax in ‘big throw of the dice’, says Osborne Read More »
Mini manifesto calls for government to support VCTs to boost UK market
2024 general election: Call for investment through VCTs Read More »
Explain how a financial planner can help a small business owner
Identify the difference between pension contributions and dividend payments
Describe why some advisers do not take out pensions
Running a successful small business takes dedication, sleepless nights, blood, sweat and tears.
Why advice is key to running your business Read More »
With Prime Minister Rishi Sunak calling a surprise General Election on 4 July, Katy Ward delves into what the two main parties have in store for our finances.
General Election 2024: National Insurance, pensions, ISAs, energy bills, IHT and more Read More »
Venture Capital Trust fundraising has dropped following a post-pandemic spike, according to latest figures.
Data from HMRC showed VCTs raised £1,001mn in 2022-23, which is 10 per cent lower than the 2021-22 figure of £1,112mn.
Funds raised by VCTs drops 10% after post-pandemic boom Read More »
Advice firms need to evidence client stewardship, have clear guidelines on best practice and leverage new tech innovations if they want to have the “right” consumer duty mindset.
3 things advisers should do to have ‘right’ consumer duty mindset Read More »
Britons are warned of the most “common mistakes” seen when passing on wealth which can leave people paying thousands of pounds more to HMRC.
Following the latest inheritance tax receipts data, an expert has shared costly mistakes they have see their clients make when estate planning.
The FCA has introduced new rules to ensure green financial products deliver on what they promise. Beth Brearley examines what this will mean in practice
Addressing the key challenges of the new Sustainability Disclosure Requirements Read More »
Interview: Chancellor vows tax breaks for middle classes as he declares: ‘We are the underdogs in this election’
Inheritance tax against Tory values, says Hunt Read More »
HM Revenue and Customs’ monthly tax bulletin was released this morning
2024/25 kicks off with £0.7bn in IHT receipts; Up £85m on last year Read More »
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