Industry related news and events
Advisers have reported a surge in demand for inheritance tax (IHT) planning advice, with new clients accounting for most of the enquiries, research by Downing has found. (Source Money Age)
Advisers see surge in IHT advice demand, Downing finds Read More »
The Office for Budget Responsibility (OBR) has projected that the Treasury is set to benefit from a further £2.4bn boost from inheritance tax (IHT). (Source Professional Adviser)
Treasury set to benefit from a £2.4bn boost from IHT Read More »
Inheritance tax (IHT) receipts were £7.6bn for the first 11 months of 2024/25, higher than the previous full-year record of £7.5bn in 2023/24. (Source Investment Week)
IHT revenues already at annual record with one month to go Read More »
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)
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 »
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 »
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 »
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 »
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 »
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 »
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