Industry

Next year, the full state pension will exceed the personal allowance for the first time, yet the government’s promised fix remains unclear,leaving clients uncertain. (Source: Professional Adviser)

Recent updates to Business Relief (BR) rules have placed inheritance tax planning back at the forefront for advisers and their clients. (Source: IFA Magazine)

Inheritance tax (IHT) receipts totalled £8.5bn between April 2025 and March 2026, according to HM Revenue & Customs. (Source: Professional Adviser)

The newly enacted Finance Act sets out additional rules for inheritance tax on unused pension benefits from April 2027. (Source: Professional Adviser)

In late 2021, as post-pandemic inflation stayed high, bond markets signaled the end of over a decade of ultra-loose monetary policy. (Source: FT Adviser)

With tax pressures biting, venture capital trusts (VCTs) are becoming a core part of financial planning. (Source: Professional Adviser)

A record level of wealth is expected to be transferred from older to younger generations in the years ahead, a trend known as “The Great Wealth Transfer.” (Source: IFA Magazine)

The International Monetary Fund (IMF) has cautioned that the conflict in the Middle East will negatively impact economic growth in the UK. (Source: Investment Week)

An effective tax and legal system is a key feature of any civilised society, yet both in the UK are currently under significant strain. (Source: FT Adviser)

Venture capital trusts (VCTs) raised a total of £918m in the tax year that has just ended. (Source: The Association of Investment Companies)