Advisers warned not to put all ‘eggs in one basket’ with IHT planning
Strong communication skills will be invaluable for advisers discussing upcoming IHT changes with clients, says Rob Morgan, chief investment analyst at Charles Stanley. (FT
Five reasons VCTs could make sense for your clients and your business
Kirsty Barr outlines why now is the ideal moment for advisers to explore the benefits of incorporating VCTs into their clients’ strategies. (Professional Adviser)
How Rachel Reeves could unlock greater IFA/solicitor/accountant collaboration
Clients need their professional advisers to work collaboratively more than ever before, writes Andrew Aldridge. Here he explains why EIS is a ‘natural bridge’
‘Cautious but growing optimism’ towards Ltafs
More than half of investors said they would consider a long term asset fund, as the government announced their inclusion in Stocks and Shares
Four things we might see from the Pensions Commission review
The inadequacy of defined contribution savings and the gender pensions gap are just some of the long known issues facing current and future retirees.
IHT receipts hit £2.2bn in three months
HM Revenue and Customs (HMRC) collected £2.2bn in inheritance tax (IHT) in the first three months of the current tax year, which is £100m
Govt moves forward with IHT/pension plans from April 2027
The government is pushing ahead with plans to include pensions within inheritance tax (IHT) from April 2027 but has made some adjustments to its
Women still less likely to receive advice than men: Report
Women are still less likely to receive financial advice than men, new research by Unbiased has revealed. (Source: Money Marketing)
