The £22.40 question: Are clients in the dark on the full state pension?
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.
The effects of recent BR rule changes on IHT planning, according to tax-efficient investing experts
Recent updates to Business Relief (BR) rules have placed inheritance tax planning back at the forefront for advisers and their clients. (Source: IFA Magazine)
Record year for IHT as receipts reach £8.5bn
Inheritance tax (IHT) receipts totalled £8.5bn between April 2025 and March 2026, according to HM Revenue & Customs. (Source: Professional Adviser)
Finance Act turns pension planning on its head
The newly enacted Finance Act sets out additional rules for inheritance tax on unused pension benefits from April 2027. (Source: Professional Adviser)
VCTs bring green shoots as tax burdens bite
With tax pressures biting, venture capital trusts (VCTs) are becoming a core part of financial planning. (Source: Professional Adviser)
It’s time to back Britain’s stock markets
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)
Preparing for tomorrow: the role of trusts in ‘The Great Wealth Transfer’
A record level of wealth is expected to be transferred from older to younger generations in the years ahead, a trend known as “The
IMF warns UK faces economic hit from war as it cuts growth forecasts
The International Monetary Fund (IMF) has cautioned that the conflict in the Middle East will negatively impact economic growth in the UK. (Source: Investment
