News & Events

‘Will UK growth drive dictate the health of state pension?’
As Storm Bert leaves a trail of destruction in its wake, are we ready for financial storms ahead?

How ‘most valuable’ IHT exemption could help clients prepare for pensions raid
The introduction of pension freedoms provided a generous opportunity to use pension funds to pass wealth down through the generations tax efficiently. (Source: Money

‘PE sector can take Budget tax changes on the chin’
The recent UK Budget has sparked significant discussion within the mid-market private equity sector after much pre-Budget speculation among PE professionals, the adviser community

Growth Investor Awards 2024 Winners
With her signature charm, TV icon Claudia Winkleman hosted over 500 prominent members of the UK’s SME investment community at the milestone tenth Growth

Farmers urged to mitigate against IHT changes as protests hit Westminster
Farmers, many of whom are today protesting in Westminster about Budget inheritance tax (IHT) changes, have been urged to work with their advisers to

Six ways people will change how they live and use assets in retirement to mitigate IHT
In her first Budget at the end of last month, UK Chancellor Rachel Reeves announced that defined contribution pension pots will be included in

IHT changes will create ‘surge in demand’ for advisers
Utmost said recent changes to the inheritance tax regime, announced in the Autumn Budget, will double the proportion of deaths subject to IHT charge.

Net-zero investing needs holistic approach for success
Investors need to adapt their strategies to meet climate objectives, a new report claims. (Source FT AAdviser)