Just 9% of Britons on track for ‘comfortable’ retirement, Pensions UK finds
According to updated Retirement Living Standards from Pensions UK, just 9% of working-age people are currently on course for a comfortable retirement. (Source: FT
Pension IHT changes top client worries, Schroders finds
Most advisers report that upcoming pension IHT changes are a key client concern, with many anticipating a greater focus on estate planning before the
Preparing for pensions and IHT
On 11 May, HMRC published a technical note providing further detail on upcoming changes to the inheritance tax (IHT) treatment of discretionary pension death
HMRC unveils 2024-25 VCT figures, industry experts react
HMRC has published the latest 2024–25 EIS and SEIS statistics, alongside the Venture Capital Trust (VCT) figures, with VCT fundraising showing a modest increase
April IHT receipts lower than last year but net continues to ‘widen’
HMRC data released this morning (22 May) showed inheritance tax (IHT) receipts reached £715m in April 2026, down £65m from the same period last
EIS, IHT and adviser opportunities in the new tax year
Christiana Stewart-Lockhart, Director General of the EIS Association, joins TEI Magazine to share her insights on the new tax year so far. (Source: IFA
FCA’s Pritchard urges tighter private markets oversight to improve investor confidence
Regulators and investment managers must focus on getting the fundamentals right. (Source: Professional Adviser)
HMRC sets out clarifications on pensions and IHT changes
HM Revenue & Customs has issued further guidance clarifying how inheritance tax will apply to pension assets for individuals who die on or after
