Advisers

PwC forecasts that UK assets under management (AUM) will grow from £12 trillion in 2024 to £16 trillion by 2030. (Source Money Marketing)

Andy Burnham’s commitment to fiscal discipline and devolution has been welcomed, although analysts say significant challenges lie ahead. (Source: Investment Week)

Research from the Saltus Partnership Programme found that 25% of financial planning firms say clients are increasingly focused on reducing or managing capital gains tax (CGT). (Source: Professional Adviser)

Jenna Brown investigates whether advisers feel prepared for the introduction of IHT on unused pension funds. (Source: Professional Adviser)

Following cuts to VCT tax relief, managers are being advised to avoid increasing buyback discounts or raising dividend expectations to attract investors. (Source: Investment Week)

According to updated Retirement Living Standards from Pensions UK, just 9% of working-age people are currently on course for a comfortable retirement. (Source: FT Adviser)

Most advisers report that upcoming pension IHT changes are a key client concern, with many anticipating a greater focus on estate planning before the rules take effect in April 2027. (Source: Money Marketing)

On 11 May, HMRC published a technical note providing further detail on upcoming changes to the inheritance tax (IHT) treatment of discretionary pension death benefits. (Source: Money Marketing)