New interactive investor poll sheds light on plans to adjust their retirement or estate planning before impending changes. (Source Interactive Investor)
Pensions and IHT: 54% of UK adults to adjust plans before 2027 changes Read More »
As unused pension funds come under the scope of IHT for the first time, Caitlin Southall looks at the consequences for SSAS…
IHT shake-up: What will come of SSAS discretionary death benefits? Read More »
The Enterprise Investment Scheme Association (EISA) are hosting a webinar on Thursday 13th February at 13:00pm
New Interest in the S/EIS Post-Budget Read More »
Advisers and wealth managers will have landmark accessibility to portfolio data on private markets and alternative investments
There has been a “notable increase” in acquisitions among independent financial adviser (IFA) firms, a new study by Opinium has suggested. (Source Money Age)
Acquisition activity among IFAs on the rise Read More »
Wealth managers that integrate AI with human expertise will gain a competitive edge, while others risk being left behind. (Source Professional Wealth Management)
AI reshapes investing in private markets Read More »
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 you can pass on wealth to the next generation? Duncan Bailey explains (Source City AM)
Inheritance tax changes are coming – how should you prepare? Read More »
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 should be a key part of your client’s EIS portfolio. (Source IFA Magazine)
o2h Ventures are hosting a webinar on Friday 31st January at 14:00pm
EIS vs VCTs: Who’s Your 2025 Tax Efficient Investment Champion? Read More »
Beringea are hosting a 45 minute webinar on 5th February at 11:30am
Review of the ProVen VCTs and the VCT landscape Read More »
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