News & Events

VCTs: The accessible growth vehicle for the new fiscal year
Investors have an opportunity to boost the UK economy through VCTs (Source Professional Adviser)

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