Industry related news and events
The upcoming Budget could lead to a sharp decrease in the creation of new trusts, warns Eugenia Campbell, private client director at RSM UK. (Source FT Adviser)
Budget tax changes could trigger decline in trusts Read More »
According to new research, only 8% of independent financial advisers have reported an increase in clients investing in ISAs since the rules changed in April. (Source, Money Marketing)
Isa rule changes have made little difference, IFAs say Read More »
Chancellor Rachel Reeves’ recent ‘spending inheritance’ announcement disclosed a projected overspend of £21.9 billion for 2024/25, with offsetting measures of £5.5 billion, leaving a £16.4 billion shortfall for the current financial year. (Source Money Marketing)
Tony Wickenden: Ripe for the picking – how Labour could change CGT and IHT Read More »
Andrew Tully looks back at the King’s Speech and highlights areas of interest for financial advisers (Professional Adviser)
What next for tax rules under the Labour government? Read More »
Capital gains, pensions and inheritance are just some of the areas the government may look at to raise taxes in the Budget, according to Nicholas Nesbitt, partner at Forvis Mazars. (Source FT Adviser)
CGT, pensions and IHT potential areas of focus in Budget Read More »
Advisers are telling their clients to keep calm in the face of global stock markets falling and fears of a US recession. (Source FT Adviser)
Advisers urge clients to keep calm as markets tumble Read More »
Four of the largest US private capital groups deployed more than $160bn in the latest quarter as they ramped up investment ahead of an expected full-throttle revival in dealmaking. (Source Financial Times)
Private capital groups deploy $160bn as they prepare for deal revival 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 »
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 »
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 »
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