Rachel Vahey: Five (other) possible Budget announcements
Budget speech set for 26 November (Source: Professional Adviser)
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EIS
Portfolio construction in 2025: The importance of diversification extends beyond asset classes
Diversification must go beyond spreading investments across equities, bonds, and cash (Source: Professional Adviser)
UK investment industry hits record £10trn AUM
According to the Investment Association (IA), assets under management (AUM) in the UK investment management sector grew by 10% in 2024, reaching a record high of £10 trillion. (Source: Investment Week)
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ESG Accord: The Financial Lives Survey is a wake-up call
The FCA’s newly released Financial Lives Survey 2024 offers a wealth of insights that should capture the attention of everyone in the financial advice sector. (Source: Money marketing)
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Advisers warned not to put all ‘eggs in one basket’ with IHT planning
Strong communication skills will be invaluable for advisers discussing upcoming IHT changes with clients, says Rob Morgan, chief investment analyst at Charles Stanley. (FT Adviser)
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Dividend tax squeeze to hit record 3.7 million people
Quilter, using a Freedom of Information request, has obtained new HMRC data showing the scale of the dividend tax squeeze on investors, with the number of people liable for dividend tax projected to hit a record 3.67 million in the 2024/25 tax year. (Source IFA Magazine)
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Five reasons VCTs could make sense for your clients and your business
Kirsty Barr outlines why now is the ideal moment for advisers to explore the benefits of incorporating VCTs into their clients’ strategies. (Professional Adviser)
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Growth Investor Awards 2025 Finalists
We are delighted to announce we are finalists in the Best Investment Platform category at this year’s Growth Investor Awards 2025
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How Rachel Reeves could unlock greater IFA/solicitor/accountant collaboration
Clients need their professional advisers to work collaboratively more than ever before, writes Andrew Aldridge. Here he explains why EIS is a ‘natural bridge’ between the professions (Source: Professional Adviser)
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Four things we might see from the Pensions Commission review
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)
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