News & Events

IHT receipts continue to soar hitting £8.2bn
Inheritance tax receipts for April 2024 to March 2025 hit £8.2bn, a £0.8bn rise from the same period last year. (Source FT Adviser)

Is ESG dead? Not quite – but it is having a midlife crisis
ESG investing has undeniably lost momentum, with dwindling media attention and growing backlash, especially in the US. (Source: Money Marketing)

How tariffs and a global recession could impact EIS and VCT investments
Amid growing global economic uncertainty, financial advisers are more frequently being asked: “How will this impact investments in EIS and VCT schemes?” (IFA Magazine)

Doors open to private markets
However, the higher fees, reduced liquidity, and increasing retail focus of ETFs mean financial advisers should approach with caution. (Source: Investment News)

Advisers notice growing client demand for bespoke investments
A recent study has revealed that financial advisers are seeing increased demand from clients for bespoke investment services, as investors look for greater choice

A decade of pension freedoms – has flexibility gone far enough?
The introduction of pension freedoms in April 2015 marked a significant turning point in retirement policy. (Source: FT Adviser)

FCA proposes streamlined rules for alternative asset managers
The Financial Conduct Authority (FCA) has put forward proposed reforms to its framework for alternative asset managers, with the goal of simplifying market entry

How public and private markets can support UK businesses and drive growth
A new UK Finance report outlines how public and private markets can work together to support business growth (Source UK Finance)