IHT on pensions: Why the compliance challenge is bigger than the tax change
Lauren Kiley examines the impact of next April’s pension inheritance tax changes on retirement planning. (Source: Professional Adviser)
VCT fundraising after the tax relief cut: How has the 2026/27 season started?
Three months into the 2026/27 tax year, Daniela Sesztak, Investment Analyst at MICAP, part of Defaqto, reviews the latest trends in VCT fundraising and
Business Relief after 2026: Why advisers are reassessing AIM
Nick Jones explores the outlook for Business Relief and explains why advisers are taking a fresh look at AIM. (Source: Professional Adviser)
UK AUM set to hit £16trn by 2030
PwC forecasts that UK assets under management (AUM) will grow from £12 trillion in 2024 to £16 trillion by 2030. (Source Money Marketing)
Burnham fiscal rules pledge welcomed but ‘jury is still out’ on PM-in-waiting
Andy Burnham’s commitment to fiscal discipline and devolution has been welcomed, although analysts say significant challenges lie ahead. (Source: Investment Week)
Mitigating CGT becoming more important for clients
Research from the Saltus Partnership Programme found that 25% of financial planning firms say clients are increasingly focused on reducing or managing capital gains
IHT on pensions: ‘It hasn’t been communicated well’
Jenna Brown investigates whether advisers feel prepared for the introduction of IHT on unused pension funds. (Source: Professional Adviser)
VCT managers warned not to increase share buyback discounts as fundraising declines
Following cuts to VCT tax relief, managers are being advised to avoid increasing buyback discounts or raising dividend expectations to attract investors. (Source: Investment
