Industry related news and events
The FCA’s newly released Financial Lives Survey 2024 offers a wealth of insights that should capture the attention of everyone in the financial advice sector. (Source: Money marketing)
ESG Accord: The Financial Lives Survey is a wake-up call Read More »
Quilter, using a Freedom of Information request, has obtained new HMRC data showing the scale of the dividend tax squeeze on investors, with the number of people liable for dividend tax projected to hit a record 3.67 million in the 2024/25 tax year. (Source IFA Magazine)
Dividend tax squeeze to hit record 3.7 million people Read More »
Strong communication skills will be invaluable for advisers discussing upcoming IHT changes with clients, says Rob Morgan, chief investment analyst at Charles Stanley. (FT Adviser)
Advisers warned not to put all ‘eggs in one basket’ with IHT planning Read More »
Kirsty Barr outlines why now is the ideal moment for advisers to explore the benefits of incorporating VCTs into their clients’ strategies. (Professional Adviser)
Five reasons VCTs could make sense for your clients and your business Read More »
Clients need their professional advisers to work collaboratively more than ever before, writes Andrew Aldridge. Here he explains why EIS is a ‘natural bridge’ between the professions (Source: Professional Adviser)
How Rachel Reeves could unlock greater IFA/solicitor/accountant collaboration Read More »
More than half of investors said they would consider a long term asset fund, as the government announced their inclusion in Stocks and Shares Isas. (Source FT Adviser)
‘Cautious but growing optimism’ towards Ltafs Read More »
The inadequacy of defined contribution savings and the gender pensions gap are just some of the long known issues facing current and future retirees. (Source FT Adviser)
Four things we might see from the Pensions Commission review Read More »
HM Revenue and Customs (HMRC) collected £2.2bn in inheritance tax (IHT) in the first three months of the current tax year, which is £100m more than the same period last year. (Source: Professional Adviser)
IHT receipts hit £2.2bn in three months Read More »
The government is pushing ahead with plans to include pensions within inheritance tax (IHT) from April 2027 but has made some adjustments to its implementations plans. (Source Professional Adviser)
Govt moves forward with IHT/pension plans from April 2027 Read More »
Women are still less likely to receive financial advice than men, new research by Unbiased has revealed. (Source: Money Marketing)
Women still less likely to receive advice than men: Report Read More »
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