Pensions and IHT: 54% of UK adults to adjust plans before 2027 changes
New interactive investor poll sheds light on plans to adjust their retirement or estate planning before impending changes. (Source Interactive Investor)
IHT shake-up: What will come of SSAS discretionary death benefits?
As unused pension funds come under the scope of IHT for the first time, Caitlin Southall looks at the consequences for SSAS…
Acquisition activity among IFAs on the rise
There has been a “notable increase” in acquisitions among independent financial adviser (IFA) firms, a new study by Opinium has suggested. (Source Money Age)
MPs to scrutinise use of AI in financial services following DeepSeek launch
The UK government has opened an enquiry into the use of AI in banking, pensions and other financial services and its potential impacts. (Source
AI reshapes investing in private markets
Wealth managers that integrate AI with human expertise will gain a competitive edge, while others risk being left behind. (Source Professional Wealth Management)
Inheritance tax changes are coming – how should you prepare?
Speculation is mounting that the government may charge inheritance tax on pensions and extend the seven-year gifting rule. So how can you make sure
University spinouts: A compelling EIS Investment opportunity in today’s market: by Moray Wright, CEO and John Pearson, CIO, Parkwalk Advisors
In this article, Parkwalk’s Chief Executive Officer, Moray Wright, and Chief Investment Officer John Pearson, explain why they think that the university spinout sector
VCTs in 2025: Past lessons and future visions with the VCTA’s Chair Chris Lewis
In this exclusive interview with GBI Magazine, the Chair of the Venture Capital Trust Association (VCTA) Chris Lewis joins us for a Q&A session
