News & Events

Wall Street giants hike recession risk expectations amid impending Trump tariffs
Some of the world’s leading investment banks and a major credit ratings agency have raised their recession forecasts for the US and global economies,

Financial planning ahead of April 6: A reminder of 5 key tax planning steps for TYE
With the April 5 tax year-end fast approaching this weekend, the window to maximize tax benefits is closing. Lubbock Fine Wealth Management offers last-minute

What advisers need to know about the Spring Statement
Chancellor Rachel Reeves’ first Spring Statement last Wednesday (March 26) was just shy of a mini fiscal event. (Source FT Adviser)

Spring Statement 2025: Govt to meet stakeholders over VCT and EIS
HM Treasury will hold a series of roundtables with “key stakeholders” to make sure VCTs and the EIS continue to foster a supportive environment

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