News & Events

Advisers see surge in IHT advice demand, Downing finds
Advisers have reported a surge in demand for inheritance tax (IHT) planning advice, with new clients accounting for most of the enquiries, research by

Treasury set to benefit from a £2.4bn boost from IHT
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).

IHT revenues already at annual record with one month to go
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

TYE 2025: EISA’s Christiana Stewart-Lockhart on unlocking the power of EIS and SEIS for clients
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

Aegon AM to launch firm’s long-awaited private credit LTAF
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.

Will Rachel Reeves’ Spring Forecast tackle cash ISA hoarding?
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,

Entrepreneurs looking to UK for business exit opportunities under Fig regime
Demand for private client services is soaring as family businesses and non-doms await the Autumn Statement 2024’s impact. (Source FT Adviser)

Pension schemes must balance simplicity and giving savers confidence
Providers must strike a balance between empowering savers to engage with their pensions while avoiding information overload. (Source FT Advier)