More than half of investors said they would consider a long term asset fund, as the government announced their inclusion in Stocks and Shares Isas. (Source FT Adviser)
‘Cautious but growing optimism’ towards Ltafs Read More »
The inadequacy of defined contribution savings and the gender pensions gap are just some of the long known issues facing current and future retirees. (Source FT Adviser)
Four things we might see from the Pensions Commission review Read More »
We are delighted to announce we have been shortlisted for three categories at this year’s Women in Finance Awards taking place on Wednesday 12th November 2025.
Professional Adviser Women in Finance Awards 2025 Read More »
HM Revenue and Customs (HMRC) collected £2.2bn in inheritance tax (IHT) in the first three months of the current tax year, which is £100m more than the same period last year. (Source: Professional Adviser)
IHT receipts hit £2.2bn in three months Read More »
The government is pushing ahead with plans to include pensions within inheritance tax (IHT) from April 2027 but has made some adjustments to its implementations plans. (Source Professional Adviser)
Govt moves forward with IHT/pension plans from April 2027 Read More »
Women are still less likely to receive financial advice than men, new research by Unbiased has revealed. (Source: Money Marketing)
Women still less likely to receive advice than men: Report Read More »
Individuals are more likely to invest into a Stocks & Shares ISA (S&S ISA) when presented with more balanced risk warnings, according to exclusive research. (Source: Investment Week)
Rachel Reeves has laid out the “most wide-ranging package of reforms to financial services” in over a decade in her second Mansion House speech on Tuesday (15 July) since becoming chancellor a year ago. (Source: Professional Adviser)
Rachel Reeves reveals ‘most wide-ranging reforms’ in Mansion House speech Read More »
The Treasury has moved to allow long term asset funds (LTAFs) in Stocks & Shares ISAs as of next year as a “first step” of its ISA reforms. (Source Professional Adviser)
LTAFs will be included in Stocks & Shares ISAs from April 2026 Read More »
The Venture Capital Trust Association (VCTA) has called on the Treasury to bring the rules surrounding VCTs “up to date” and allow them to “realise their full potential”. (Source: Investment Week)
Trade body calls on Treasury to reform VCT rules Read More »
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