News & Events

General Election 2024: National Insurance, pensions, ISAs, energy bills, IHT and more
With Prime Minister Rishi Sunak calling a surprise General Election on 4 July, Katy Ward delves into what the two main parties have in

Funds raised by VCTs drops 10% after post-pandemic boom
Venture Capital Trust fundraising has dropped following a post-pandemic spike, according to latest figures.
Data from HMRC showed VCTs raised £1,001mn in 2022-23, which

3 things advisers should do to have ‘right’ consumer duty mindset
Advice firms need to evidence client stewardship, have clear guidelines on best practice and leverage new tech innovations if they want to have the

Inheritance tax: ‘Common mistakes’ which could see you paying thousands more as HMRC rakes in an extra £85m
Britons are warned of the most “common mistakes” seen when passing on wealth which can leave people paying thousands of pounds more to HMRC.

Addressing the key challenges of the new Sustainability Disclosure Requirements
The FCA has introduced new rules to ensure green financial products deliver on what they promise. Beth Brearley examines what this will mean in

Inheritance tax against Tory values, says Hunt
Interview: Chancellor vows tax breaks for middle classes as he declares: ‘We are the underdogs in this election’

2024/25 kicks off with £0.7bn in IHT receipts; Up £85m on last year
HM Revenue and Customs’ monthly tax bulletin was released this morning

Sustainable investing continues to confuse investors despite FCA labels
The upcoming sustainability labels due to be introduced by the regulator in July will “not be enough” on their own to improve consumer confidence